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
201
$22.1K 0.01%
184
-129
202
$22.1K 0.01%
326
203
$22.1K 0.01%
200
204
$22K 0.01%
546
205
$21.9K 0.01%
425
206
$21.8K 0.01%
904
207
$21.6K 0.01%
726
+312
208
$21.5K 0.01%
505
209
$21.4K 0.01%
1,005
+126
210
$21.3K 0.01%
632
211
$21.3K 0.01%
552
212
$21.2K 0.01%
1,239
213
$21.1K 0.01%
235
214
$21K 0.01%
1,058
215
$20.8K 0.01%
441
216
$20.3K 0.01%
1,000
+736
217
$20.3K 0.01%
586
218
$20.1K 0.01%
400
219
$19.8K 0.01%
420
220
$19.8K 0.01%
+522
221
$19.7K 0.01%
2,711
222
$19.6K 0.01%
275
-1
223
$19.4K 0.01%
45
224
$19K 0.01%
416
+9
225
$18.6K 0.01%
200
7 8
9
10 11