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
276
$27.6K ﹤0.01%
80
277
$27.1K ﹤0.01%
178
278
$26.7K ﹤0.01%
165
-376
279
$26.7K ﹤0.01%
250
280
$25.7K ﹤0.01%
350
281
$25.1K ﹤0.01%
275
282
$25K ﹤0.01%
326
283
$25K ﹤0.01%
126
284
$24.8K ﹤0.01%
135
+90
285
$24.7K ﹤0.01%
262
-30
286
$24.5K ﹤0.01%
634
287
$24.5K ﹤0.01%
1,000
288
$24.4K ﹤0.01%
115
289
$24.2K ﹤0.01%
235
290
$23.7K ﹤0.01%
270
291
$23.3K ﹤0.01%
475
292
$22.8K ﹤0.01%
217
293
$22.5K ﹤0.01%
324
294
$22.4K ﹤0.01%
45
295
$22.3K ﹤0.01%
133
296
$21.8K ﹤0.01%
700
297
$21.4K ﹤0.01%
222
298
$21.3K ﹤0.01%
+225
299
$21K ﹤0.01%
4,146
+79
300
$21K ﹤0.01%
234
10 11
12
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