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

Top Sells

1
+$30M
2
+$3.11M
3
+$3.06M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$1.44M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$752K

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
276
$20.4K ﹤0.01%
596
+385
277
$20.1K ﹤0.01%
+324
278
$19.2K ﹤0.01%
321
279
$19K ﹤0.01%
100
280
$18.8K ﹤0.01%
456
281
$17.8K ﹤0.01%
139
-115
282
$17.4K ﹤0.01%
2,750
283
$17.1K ﹤0.01%
+700
284
$17.1K ﹤0.01%
205
+30
285
$17.1K ﹤0.01%
103
286
$17K ﹤0.01%
300
287
$16.8K ﹤0.01%
133
+75
288
$16.7K ﹤0.01%
400
289
$16.7K ﹤0.01%
95
290
$16.2K ﹤0.01%
24
291
$16.1K ﹤0.01%
1,880
292
$16.1K ﹤0.01%
200
293
$15.9K ﹤0.01%
33
+30
294
$15.8K ﹤0.01%
180
-1,040
295
$15.4K ﹤0.01%
89
296
$15.3K ﹤0.01%
222
297
$15.2K ﹤0.01%
780
-140
298
$15.1K ﹤0.01%
+73
299
$14.3K ﹤0.01%
325
300
$14.2K ﹤0.01%
15
-10
10 11
12
13 14