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
351
$9.52K ﹤0.01%
+127
352
$9.5K ﹤0.01%
50
353
$9.5K ﹤0.01%
827
354
$9.46K ﹤0.01%
+184
355
$9.37K ﹤0.01%
50
356
$9.27K ﹤0.01%
72
357
$9.14K ﹤0.01%
74
-223
358
$9.01K ﹤0.01%
+1,300
359
$8.99K ﹤0.01%
58
360
$8.95K ﹤0.01%
99
361
$8.93K ﹤0.01%
32
362
$8.89K ﹤0.01%
113
363
$8.7K ﹤0.01%
137
364
$8.67K ﹤0.01%
122
365
$8.63K ﹤0.01%
81
366
$8.48K ﹤0.01%
118
367
$8.34K ﹤0.01%
246
368
$8.3K ﹤0.01%
+175
369
$8.26K ﹤0.01%
351
370
$7.93K ﹤0.01%
75
371
$7.91K ﹤0.01%
103
372
$7.84K ﹤0.01%
+211
373
$7.78K ﹤0.01%
185
374
$7.69K ﹤0.01%
214
375
$7.66K ﹤0.01%
86
-1
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