IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
1-Year Return
11.26%
This Quarter Return
+9.16%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$339M
AUM Growth
+$38.4M
(+13%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
3.39%
Top 10 Holdings %
Top 10 Hldgs %
64.24%
Holding
495
New
45
Increased
82
Reduced
94
Closed
60
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.37M |
| 2 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$2.79M |
| 3 |
Vanguard Growth ETF
VUG
|
$2.72M |
| 4 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$2.31M |
| 5 |
Nuveen ESG Mid-Cap Growth ETF
NUMG
|
$1.97M |
Top Sells
| 1 |
Hartford Multifactor Developed Markets ex-US ETF
RODM
|
$2.31M |
| 2 |
JPMorgan Inflation Managed Bond ETF
JCPI
|
$1.63M |
| 3 |
Invesco MSCI USA ETF
PBUS
|
$1.25M |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$1.23M |
| 5 |
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% |
