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
326
$11.6K ﹤0.01%
+218
327
$11.6K ﹤0.01%
57
328
$11.4K ﹤0.01%
93
-89
329
$11.2K ﹤0.01%
112
330
$11.2K ﹤0.01%
382
+5
331
$11.1K ﹤0.01%
+126
332
$11.1K ﹤0.01%
25
333
$11K ﹤0.01%
1,475
334
$11K ﹤0.01%
100
-5,400
335
$10.9K ﹤0.01%
496
336
$10.7K ﹤0.01%
17
337
$10.7K ﹤0.01%
577
+8
338
$10.6K ﹤0.01%
440
339
$10.5K ﹤0.01%
235
+2
340
$10.5K ﹤0.01%
189
341
$10.3K ﹤0.01%
129
+1
342
$10.3K ﹤0.01%
48
343
$10.2K ﹤0.01%
927
344
$9.68K ﹤0.01%
85
-100
345
$9.68K ﹤0.01%
100
346
$9.67K ﹤0.01%
392
347
$9.62K ﹤0.01%
+127
348
$9.6K ﹤0.01%
1,200
+200
349
$9.56K ﹤0.01%
198
350
$9.54K ﹤0.01%
+9
12 13
14
15 16