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
176
$29.6K 0.01%
349
-18
177
$29.3K 0.01%
+200
178
$29.2K 0.01%
215
179
$28.8K 0.01%
552
-48
180
$28.7K 0.01%
476
181
$28K 0.01%
+1,530
182
$27.5K 0.01%
158
183
$27.4K 0.01%
134
-29
184
$27.3K 0.01%
+1,136
185
$26.8K 0.01%
190
186
$26.7K 0.01%
168
187
$26.5K 0.01%
133
188
$26.4K 0.01%
77
-35
189
$26.4K 0.01%
204
-200
190
$25.9K 0.01%
2,225
+11
191
$25.5K 0.01%
+835
192
$24.9K 0.01%
321
-30
193
$24.8K 0.01%
2,196
194
$24.1K 0.01%
335
-12
195
$23.9K 0.01%
332
+297
196
$23.2K 0.01%
233
197
$23.1K 0.01%
153
-150
198
$23.1K 0.01%
182
-111
199
$22.8K 0.01%
178
200
$22.4K 0.01%
1,110
-360
6 7
8
9 10