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
326
$11.3K ﹤0.01%
462
+70
327
$11.2K ﹤0.01%
927
328
$11.1K ﹤0.01%
112
329
$11K ﹤0.01%
200
-470
330
$10.9K ﹤0.01%
200
331
$10.8K ﹤0.01%
235
-11
332
$10.7K ﹤0.01%
126
333
$10.7K ﹤0.01%
+112
334
$10.6K ﹤0.01%
100
335
$10.5K ﹤0.01%
85
336
$10.4K ﹤0.01%
17
337
$10.3K ﹤0.01%
827
338
$9.85K ﹤0.01%
113
-592
339
$9.83K ﹤0.01%
140
+3
340
$9.73K ﹤0.01%
189
341
$9.64K ﹤0.01%
100
342
$9.59K ﹤0.01%
25
343
$9.52K ﹤0.01%
60
344
$9.45K ﹤0.01%
48
345
$9.43K ﹤0.01%
578
+1
346
$9.22K ﹤0.01%
83
+2
347
$9.06K ﹤0.01%
125
+3
348
$9.05K ﹤0.01%
496
349
$9.03K ﹤0.01%
123
+5
350
$8.91K ﹤0.01%
113
12 13
14
15 16