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
276
$21.2K ﹤0.01%
100
277
$21K ﹤0.01%
+262
278
$20.9K ﹤0.01%
50
+34
279
$20.6K ﹤0.01%
235
280
$20.5K ﹤0.01%
207
281
$20.4K ﹤0.01%
60
282
$20.3K ﹤0.01%
+103
283
$20.3K ﹤0.01%
425
+1
284
$20.2K ﹤0.01%
1,880
285
$19.8K ﹤0.01%
326
286
$19.4K ﹤0.01%
345
287
$18.9K ﹤0.01%
335
288
$18.7K ﹤0.01%
390
289
$18.7K ﹤0.01%
456
290
$18.6K ﹤0.01%
559
291
$17.6K ﹤0.01%
300
292
$17.4K ﹤0.01%
+321
293
$17.4K ﹤0.01%
287
294
$17.2K ﹤0.01%
100
295
$17.2K ﹤0.01%
103
+24
296
$17K ﹤0.01%
200
297
$16.8K ﹤0.01%
89
298
$15.8K ﹤0.01%
345
299
$15.5K ﹤0.01%
3,925
+61
300
$15.5K ﹤0.01%
+125
10 11
12
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