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
151
$44.1K 0.01%
606
152
$42.7K 0.01%
800
153
$42.6K 0.01%
682
154
$42.3K 0.01%
+2,650
155
$41.5K 0.01%
400
+200
156
$41.5K 0.01%
3,292
+1,067
157
$40.4K 0.01%
810
158
$40.3K 0.01%
200
159
$40.1K 0.01%
797
160
$39.4K 0.01%
977
161
$39.3K 0.01%
389
162
$39.3K 0.01%
364
-40
163
$37.9K 0.01%
179
-5
164
$37.7K 0.01%
842
165
$37K 0.01%
181
+110
166
$36.6K 0.01%
148
167
$36.5K 0.01%
196
168
$36.1K 0.01%
475
+200
169
$36.1K 0.01%
243
+90
170
$34.5K 0.01%
305
-100
171
$34.4K 0.01%
292
-47
172
$34.3K 0.01%
257
173
$33.3K 0.01%
200
174
$32.9K 0.01%
431
-121
175
$32.7K 0.01%
1,000
-568
5 6
7
8 9