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
251
$34.9K ﹤0.01%
253
252
$34.8K ﹤0.01%
219
253
$33.8K ﹤0.01%
442
254
$33.6K ﹤0.01%
104
255
$33.4K ﹤0.01%
200
256
$30.8K ﹤0.01%
130
257
$30.8K ﹤0.01%
793
258
$30.7K ﹤0.01%
+285
259
$30.6K ﹤0.01%
168
260
$30.6K ﹤0.01%
425
261
$30.1K ﹤0.01%
295
262
$30K ﹤0.01%
+96
263
$29.9K ﹤0.01%
215
-200
264
$29.8K ﹤0.01%
179
265
$29.6K ﹤0.01%
641
266
$29.6K ﹤0.01%
662
-220
267
$29.4K ﹤0.01%
350
268
$28.8K ﹤0.01%
103
269
$28.6K ﹤0.01%
909
-100
270
$28.3K ﹤0.01%
904
271
$27.9K ﹤0.01%
1,112
272
$27.9K ﹤0.01%
999
273
$27.8K ﹤0.01%
84
274
$27.8K ﹤0.01%
169
275
$27.7K ﹤0.01%
148
9 10
11
12 13