IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$643M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1 +$42M
2 +$30.7M
3 +$8.74M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$8.46M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.53M

Sector Composition

1 Technology 0.63%
2 Financials 0.56%
3 Healthcare 0.44%
4 Industrials 0.26%
5 Utilities 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$33.9K 0.01%
148
227
$33.4K 0.01%
475
228
$32.1K 0.01%
75
229
$32.1K 0.01%
124
230
$32K 0.01%
335
231
$30.9K ﹤0.01%
285
232
$30.9K ﹤0.01%
904
233
$30.6K ﹤0.01%
250
234
$30.6K ﹤0.01%
200
235
$30.4K ﹤0.01%
436
236
$30.4K ﹤0.01%
50
237
$29.8K ﹤0.01%
627
238
$29.7K ﹤0.01%
155
239
$29.7K ﹤0.01%
270
+130
240
$29.4K ﹤0.01%
2,525
+50
241
$29.3K ﹤0.01%
641
-1,797
242
$28.5K ﹤0.01%
292
243
$28.4K ﹤0.01%
1,000
244
$28.3K ﹤0.01%
793
245
$28K ﹤0.01%
178
246
$27.8K ﹤0.01%
1,112
247
$27.6K ﹤0.01%
261
248
$27.5K ﹤0.01%
179
249
$27.4K ﹤0.01%
425
250
$27.3K ﹤0.01%
84