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
376
$6.99K ﹤0.01%
245
377
$6.89K ﹤0.01%
224
378
$6.83K ﹤0.01%
40
379
$6.83K ﹤0.01%
360
-140
380
$6.79K ﹤0.01%
100
+50
381
$6.66K ﹤0.01%
135
382
$6.63K ﹤0.01%
10
383
$6.45K ﹤0.01%
32
384
$6.42K ﹤0.01%
80
385
$6.35K ﹤0.01%
20
386
$6.26K ﹤0.01%
55
-19
387
$6.19K ﹤0.01%
200
388
$6.04K ﹤0.01%
200
389
$5.76K ﹤0.01%
56
390
$5.59K ﹤0.01%
50
-25
391
$5.55K ﹤0.01%
133
392
$5.48K ﹤0.01%
10
393
$5.44K ﹤0.01%
137
394
$5.28K ﹤0.01%
78
-157
395
$5.27K ﹤0.01%
30
396
$5.19K ﹤0.01%
17
397
$5.13K ﹤0.01%
3,000
398
$5.12K ﹤0.01%
80
399
$5.12K ﹤0.01%
765
400
$5.04K ﹤0.01%
50
14 15
16
17 18