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
251
$26.9K ﹤0.01%
350
252
$26.8K ﹤0.01%
345
253
$26.5K ﹤0.01%
45
254
$26.2K ﹤0.01%
350
255
$26.1K ﹤0.01%
127
256
$25.7K ﹤0.01%
126
+1
257
$25.6K ﹤0.01%
219
258
$25.4K ﹤0.01%
295
259
$25.2K ﹤0.01%
999
260
$25.1K ﹤0.01%
87
261
$24.2K ﹤0.01%
4,006
+81
262
$24K ﹤0.01%
235
263
$23.7K ﹤0.01%
217
264
$23.3K ﹤0.01%
50
265
$22.6K ﹤0.01%
326
266
$22.2K ﹤0.01%
200
267
$22.1K ﹤0.01%
+717
268
$21.7K ﹤0.01%
262
269
$21.7K ﹤0.01%
634
270
$21.5K ﹤0.01%
169
271
$21K ﹤0.01%
60
272
$20.7K ﹤0.01%
326
273
$20.6K ﹤0.01%
103
274
$20.6K ﹤0.01%
390
275
$20.4K ﹤0.01%
335