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
301
$20.8K ﹤0.01%
60
302
$20.4K ﹤0.01%
89
303
$20.4K ﹤0.01%
456
304
$20.3K ﹤0.01%
321
305
$19.6K ﹤0.01%
60
306
$19.4K ﹤0.01%
1,200
+600
307
$19.3K ﹤0.01%
390
308
$19.2K ﹤0.01%
287
-115
309
$19.1K ﹤0.01%
300
310
$18.6K ﹤0.01%
+33
311
$18.5K ﹤0.01%
310
312
$18.3K ﹤0.01%
60
313
$18.3K ﹤0.01%
240
314
$18.3K ﹤0.01%
1,527
315
$18.2K ﹤0.01%
400
316
$18.1K ﹤0.01%
326
317
$17.9K ﹤0.01%
100
318
$17.6K ﹤0.01%
420
319
$17.5K ﹤0.01%
157
+74
320
$17.1K ﹤0.01%
100
321
$17.1K ﹤0.01%
130
+5
322
$16.7K ﹤0.01%
1,880
323
$16.7K ﹤0.01%
345
324
$16.4K ﹤0.01%
200
325
$16.3K ﹤0.01%
287
11 12
13
14 15