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
326
$16.2K ﹤0.01%
2,750
327
$16.1K ﹤0.01%
95
328
$15.8K ﹤0.01%
325
329
$15.8K ﹤0.01%
93
330
$15.8K ﹤0.01%
+12
331
$15.7K ﹤0.01%
73
332
$15.6K ﹤0.01%
139
333
$15.4K ﹤0.01%
184
334
$15.3K ﹤0.01%
113
335
$15.1K ﹤0.01%
252
336
$15.1K ﹤0.01%
400
337
$15.1K ﹤0.01%
335
338
$15.1K ﹤0.01%
+43
339
$14.9K ﹤0.01%
+530
340
$14.8K ﹤0.01%
827
341
$14.6K ﹤0.01%
100
342
$14.5K ﹤0.01%
200
343
$14.2K ﹤0.01%
264
+155
344
$14.1K ﹤0.01%
56
345
$14K ﹤0.01%
1,600
+200
346
$13.8K ﹤0.01%
115
347
$13.8K ﹤0.01%
75
348
$13.7K ﹤0.01%
+107
349
$13.7K ﹤0.01%
462
350
$13.5K ﹤0.01%
37
12 13
14
15 16