IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$16.1M
3
+$10.1M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$9.63M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$3.18M

Top Sells

1
+$17.5M
2
+$14.7M
3
+$2.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.28M

Sector Composition

1 Technology 0.66%
2 Financials 0.47%
3 Healthcare 0.31%
4 Industrials 0.27%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43.6K 0.01%
335
227
$43.4K 0.01%
3,300
228
$43.4K 0.01%
124
229
$42.7K 0.01%
331
230
$42.2K 0.01%
155
231
$42K 0.01%
991
-964
232
$42K 0.01%
1,125
233
$41.1K ﹤0.01%
127
234
$40.7K ﹤0.01%
+200
235
$40.4K ﹤0.01%
200
236
$39.5K ﹤0.01%
+522
237
$39.3K ﹤0.01%
122
+35
238
$38.9K ﹤0.01%
+314
239
$38.7K ﹤0.01%
40
+30
240
$38.7K ﹤0.01%
350
241
$38.6K ﹤0.01%
345
242
$38.5K ﹤0.01%
+200
243
$38.2K ﹤0.01%
400
-305
244
$37.5K ﹤0.01%
378
+263
245
$36.7K ﹤0.01%
1,000
246
$36.2K ﹤0.01%
531
-18
247
$36K ﹤0.01%
436
248
$35.8K ﹤0.01%
152
249
$35.5K ﹤0.01%
807
250
$35.4K ﹤0.01%
700
8 9
10
11 12