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
$339M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.79M
3
+$2.72M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.31M
5
NUMG icon
Nuveen ESG Mid-Cap Growth ETF
NUMG
+$1.97M

Top Sells

1
+$2.31M
2
+$1.63M
3
+$1.25M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.23M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.21M

Sector Composition

1 Technology 0.57%
2 Healthcare 0.44%
3 Industrials 0.27%
4 Financials 0.26%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$43.5K 0.01%
490
152
$42.7K 0.01%
389
153
$42.3K 0.01%
435
-15
154
$41.4K 0.01%
1,568
+464
155
$41.4K 0.01%
200
-25
156
$40.9K 0.01%
405
-129
157
$40.7K 0.01%
404
+200
158
$40.3K 0.01%
339
159
$39.8K 0.01%
+792
160
$38.7K 0.01%
542
-518
161
$38.5K 0.01%
810
162
$37.6K 0.01%
148
163
$37K 0.01%
842
164
$36.2K 0.01%
625
165
$36.1K 0.01%
596
166
$35.3K 0.01%
+475
167
$34.3K 0.01%
640
168
$33.1K 0.01%
3,396
+1,575
169
$33K 0.01%
2,500
170
$32.7K 0.01%
797
171
$32.4K 0.01%
196
-28
172
$32.3K 0.01%
257
-161
173
$32.3K 0.01%
446
174
$30.8K 0.01%
370
-125
175
$30.5K 0.01%
977
5 6
7
8 9