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
351
$13.4K ﹤0.01%
108
-192
352
$13.3K ﹤0.01%
218
353
$13.2K ﹤0.01%
+34
354
$12.2K ﹤0.01%
126
355
$12.1K ﹤0.01%
127
356
$12K ﹤0.01%
800
357
$11.8K ﹤0.01%
100
358
$11.6K ﹤0.01%
17
359
$11.6K ﹤0.01%
85
360
$11.5K ﹤0.01%
200
361
$11.3K ﹤0.01%
257
362
$11.2K ﹤0.01%
103
363
$11.2K ﹤0.01%
140
364
$11K ﹤0.01%
125
365
$10.9K ﹤0.01%
17
366
$10.9K ﹤0.01%
20
367
$10.8K ﹤0.01%
394
368
$10.5K ﹤0.01%
140
+126
369
$10.5K ﹤0.01%
214
370
$10.5K ﹤0.01%
50
371
$10.4K ﹤0.01%
595
372
$10.4K ﹤0.01%
36
373
$10.2K ﹤0.01%
85
-1
374
$10.1K ﹤0.01%
67
375
$10.1K ﹤0.01%
+1,400
13 14
15
16 17