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
$567M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$4.03M
3
+$2.85M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.83M
5
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$2.63M

Top Sells

1
+$2.51M
2
+$1.1M
3
+$706K
4
CROX icon
Crocs
CROX
+$591K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$562K

Sector Composition

1 Technology 0.86%
2 Financials 0.63%
3 Industrials 0.26%
4 Healthcare 0.26%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.6K 0.01%
148
227
$33.3K 0.01%
276
+118
228
$32.9K 0.01%
180
+104
229
$32.9K 0.01%
261
+238
230
$32.5K 0.01%
335
231
$32.3K 0.01%
1,226
-912
232
$31.9K 0.01%
75
233
$31.8K 0.01%
+600
234
$31.8K 0.01%
50
235
$31.3K 0.01%
155
236
$31.1K 0.01%
254
-20,496
237
$31K 0.01%
295
238
$30.1K 0.01%
999
239
$29.6K 0.01%
292
240
$29.3K 0.01%
127
241
$29K 0.01%
+250
242
$28.8K 0.01%
436
243
$28.8K 0.01%
200
244
$28.8K 0.01%
125
-4
245
$28.7K 0.01%
1,112
+86
246
$28.5K 0.01%
125
-75
247
$28.4K 0.01%
200
248
$28.3K 0.01%
904
249
$28K ﹤0.01%
326
250
$28K ﹤0.01%
793
8 9
10
11 12