IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.56M
3
+$3.46M
4
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$2.98M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.79M

Top Sells

1
+$9.05M
2
+$4.31M
3
+$3.24M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.3M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$824K

Sector Composition

1 Technology 0.71%
2 Healthcare 0.43%
3 Consumer Discretionary 0.29%
4 Industrials 0.28%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$64K 0.02%
1,890
127
$63.8K 0.02%
419
-10
128
$63.2K 0.02%
3,284
-465
129
$61K 0.02%
+1,123
130
$60.4K 0.02%
778
131
$60.1K 0.02%
2,866
+1,866
132
$59.9K 0.02%
4,800
+99
133
$59.6K 0.02%
690
-103
134
$59.6K 0.02%
365
135
$56.6K 0.02%
626
136
$56.4K 0.02%
272
-187
137
$54.8K 0.02%
500
-185
138
$53.9K 0.02%
264
139
$53.5K 0.01%
1,432
-474
140
$53.5K 0.01%
435
141
$53.2K 0.01%
1,063
142
$51K 0.01%
490
143
$50.8K 0.01%
2,350
144
$50.2K 0.01%
171
145
$50.2K 0.01%
700
146
$50K 0.01%
569
-25
147
$47.9K 0.01%
2,000
+1,892
148
$47.7K 0.01%
435
+235
149
$45.5K 0.01%
1,199
150
$44.7K 0.01%
116
+72
4 5
6
7 8