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
351
$8.78K ﹤0.01%
1,475
352
$8.7K ﹤0.01%
+120
353
$8.66K ﹤0.01%
50
-80
354
$8.65K ﹤0.01%
1,200
355
$8.64K ﹤0.01%
103
356
$8.61K ﹤0.01%
50
357
$8.55K ﹤0.01%
127
358
$8.31K ﹤0.01%
+314
359
$8.3K ﹤0.01%
214
360
$8.16K ﹤0.01%
275
361
$8.01K ﹤0.01%
200
362
$8K ﹤0.01%
50
363
$7.85K ﹤0.01%
86
-1
364
$7.62K ﹤0.01%
32
365
$7.57K ﹤0.01%
184
366
$7.53K ﹤0.01%
72
367
$7.5K ﹤0.01%
100
368
$7.34K ﹤0.01%
36
369
$7.29K ﹤0.01%
351
370
$7.19K ﹤0.01%
29
371
$7.16K ﹤0.01%
45
372
$7.14K ﹤0.01%
17
373
$7.11K ﹤0.01%
185
374
$7.09K ﹤0.01%
118
375
$7.07K ﹤0.01%
93
13 14
15
16 17