IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
1-Year Return
11.26%
This Quarter Return
-13.72%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$306M
AUM Growth
-$12.2M
(-3.8%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
10.8%
Top 10 Holdings %
Top 10 Hldgs %
63.49%
Holding
503
New
52
Increased
72
Reduced
95
Closed
51
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$7.93M |
| 2 |
JPMorgan Inflation Managed Bond ETF
JCPI
|
$7.72M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
$5.99M |
| 4 |
Invesco MSCI USA ETF
PBUS
|
$3.84M |
| 5 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$2.47M |
Top Sells
Sector Composition
| 1 | Technology | 0.62% |
| 2 | Healthcare | 0.37% |
| 3 | Consumer Staples | 0.22% |
| 4 | Industrials | 0.22% |
| 5 | Utilities | 0.2% |
