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
376
$9.78K ﹤0.01%
35
377
$9.75K ﹤0.01%
351
378
$9.58K ﹤0.01%
+506
379
$9.48K ﹤0.01%
50
380
$9.4K ﹤0.01%
765
381
$9.3K ﹤0.01%
+66
382
$9.29K ﹤0.01%
+179
383
$9.21K ﹤0.01%
+10
384
$9.17K ﹤0.01%
113
385
$9.15K ﹤0.01%
123
386
$9.1K ﹤0.01%
+59
387
$8.82K ﹤0.01%
25
388
$8.8K ﹤0.01%
400
389
$8.36K ﹤0.01%
100
390
$8.34K ﹤0.01%
185
391
$8.25K ﹤0.01%
163
+154
392
$8.23K ﹤0.01%
100
393
$8.17K ﹤0.01%
112
394
$8.09K ﹤0.01%
200
395
$8.07K ﹤0.01%
496
396
$7.9K ﹤0.01%
224
397
$7.88K ﹤0.01%
41
-7
398
$7.86K ﹤0.01%
32
399
$7.79K ﹤0.01%
118
400
$7.73K ﹤0.01%
396
14 15
16
17 18