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
401
$6.5K ﹤0.01%
224
402
$6.38K ﹤0.01%
+130
403
$6.36K ﹤0.01%
3,000
404
$6.27K ﹤0.01%
200
-1,134
405
$6.2K ﹤0.01%
160
406
$6.15K ﹤0.01%
135
-45
407
$6.14K ﹤0.01%
93
408
$6.1K ﹤0.01%
56
409
$6.03K ﹤0.01%
+100
410
$5.84K ﹤0.01%
+133
411
$5.63K ﹤0.01%
+30
412
$5.6K ﹤0.01%
74
+46
413
$5.59K ﹤0.01%
17
+6
414
$5.54K ﹤0.01%
+475
415
$5.53K ﹤0.01%
25
416
$5.47K ﹤0.01%
80
417
$5.41K ﹤0.01%
80
418
$5.38K ﹤0.01%
150
419
$5.32K ﹤0.01%
115
420
$5.32K ﹤0.01%
156
421
$5.27K ﹤0.01%
+10
422
$5.16K ﹤0.01%
400
423
$5.09K ﹤0.01%
160
424
$5.07K ﹤0.01%
+86
425
$4.98K ﹤0.01%
137
15 16
17
18 19