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
301
$14.2K ﹤0.01%
168
302
$14.2K ﹤0.01%
200
303
$14K ﹤0.01%
345
304
$14K ﹤0.01%
100
305
$13.9K ﹤0.01%
168
+69
306
$13.9K ﹤0.01%
1,386
+699
307
$13.7K ﹤0.01%
125
308
$13.5K ﹤0.01%
75
309
$13.4K ﹤0.01%
75
310
$13.2K ﹤0.01%
400
311
$13.1K ﹤0.01%
56
312
$12.7K ﹤0.01%
608
313
$12.7K ﹤0.01%
252
314
$12.7K ﹤0.01%
+257
315
$12.6K ﹤0.01%
218
316
$12.6K ﹤0.01%
60
317
$12.5K ﹤0.01%
287
318
$12.3K ﹤0.01%
93
319
$12.2K ﹤0.01%
100
320
$12.1K ﹤0.01%
310
321
$12K ﹤0.01%
420
322
$11.8K ﹤0.01%
800
323
$11.6K ﹤0.01%
57
324
$11.5K ﹤0.01%
102
325
$11.3K ﹤0.01%
37
11 12
13
14 15