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
251
$28K ﹤0.01%
425
252
$27.5K ﹤0.01%
+219
253
$27.5K ﹤0.01%
179
+37
254
$27.3K ﹤0.01%
84
+1
255
$26.6K ﹤0.01%
350
256
$26.3K ﹤0.01%
1,110
257
$26.1K ﹤0.01%
308
-10
258
$25.9K ﹤0.01%
217
-40
259
$25.6K ﹤0.01%
+25
260
$25.2K ﹤0.01%
+87
261
$24.5K ﹤0.01%
350
-220
262
$24.3K ﹤0.01%
2,750
263
$23.9K ﹤0.01%
178
264
$23.8K ﹤0.01%
1,000
265
$23.6K ﹤0.01%
169
266
$23.4K ﹤0.01%
235
267
$23.4K ﹤0.01%
45
268
$22.9K ﹤0.01%
920
-500
269
$22.8K ﹤0.01%
130
270
$22.7K ﹤0.01%
427
+1
271
$22.3K ﹤0.01%
285
+209
272
$22.1K ﹤0.01%
+425
273
$22.1K ﹤0.01%
634
274
$21.7K ﹤0.01%
472
275
$21.6K ﹤0.01%
222
9 10
11
12 13