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
376
$7.65K ﹤0.01%
100
377
$7.61K ﹤0.01%
67
378
$7.39K ﹤0.01%
200
379
$7.36K ﹤0.01%
90
380
$7.35K ﹤0.01%
+29
381
$7.25K ﹤0.01%
275
382
$7.24K ﹤0.01%
+275
383
$7.22K ﹤0.01%
60
-140
384
$7.18K ﹤0.01%
125
385
$7.1K ﹤0.01%
20
386
$7.03K ﹤0.01%
17
387
$7.03K ﹤0.01%
230
388
$6.94K ﹤0.01%
118
389
$6.93K ﹤0.01%
10
390
$6.93K ﹤0.01%
40
391
$6.84K ﹤0.01%
+126
392
$6.8K ﹤0.01%
+36
393
$6.8K ﹤0.01%
687
394
$6.8K ﹤0.01%
32
395
$6.79K ﹤0.01%
144
396
$6.71K ﹤0.01%
+245
397
$6.55K ﹤0.01%
80
398
$6.53K ﹤0.01%
+80
399
$6.5K ﹤0.01%
+198
400
$6.5K ﹤0.01%
+17
14 15
16
17 18