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
301
$15.2K ﹤0.01%
95
302
$15.1K ﹤0.01%
+175
303
$14.8K ﹤0.01%
200
304
$14.7K ﹤0.01%
140
305
$14.7K ﹤0.01%
400
306
$14.3K ﹤0.01%
420
307
$14.1K ﹤0.01%
75
308
$13.8K ﹤0.01%
56
309
$13.7K ﹤0.01%
24
310
$13.5K ﹤0.01%
200
311
$13.4K ﹤0.01%
252
-75
312
$13.4K ﹤0.01%
75
313
$13.3K ﹤0.01%
+325
314
$13.2K ﹤0.01%
608
315
$12.9K ﹤0.01%
400
316
$12.9K ﹤0.01%
100
-105
317
$12.9K ﹤0.01%
500
318
$12.7K ﹤0.01%
+168
319
$12.6K ﹤0.01%
60
320
$12.6K ﹤0.01%
140
321
$12.4K ﹤0.01%
355
322
$12.1K ﹤0.01%
800
323
$11.9K ﹤0.01%
102
324
$11.9K ﹤0.01%
37
325
$11.8K ﹤0.01%
310
11 12
13
14 15