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
201
$25.2K 0.01%
77
202
$24.9K 0.01%
531
+339
203
$24.9K 0.01%
309
-12
204
$24.8K 0.01%
243
+100
205
$24.3K 0.01%
+450
206
$24K 0.01%
120
+100
207
$23.5K 0.01%
2,500
208
$23.5K 0.01%
178
209
$23.4K 0.01%
904
210
$23.4K 0.01%
204
211
$23.2K 0.01%
335
212
$23.1K 0.01%
+986
213
$22.8K 0.01%
376
-220
214
$22.7K 0.01%
425
215
$22.6K 0.01%
698
+439
216
$21.9K 0.01%
420
217
$21.8K 0.01%
340
+170
218
$21.8K 0.01%
586
219
$21.4K 0.01%
235
220
$21.4K 0.01%
+500
221
$21.1K 0.01%
1,239
222
$21K 0.01%
275
-765
223
$20.9K 0.01%
1,058
224
$20.8K 0.01%
726
225
$20.8K 0.01%
400
7 8
9
10 11