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
401
$5.02K ﹤0.01%
100
402
$4.99K ﹤0.01%
65
403
$4.88K ﹤0.01%
94
-50
404
$4.87K ﹤0.01%
80
405
$4.85K ﹤0.01%
160
406
$4.84K ﹤0.01%
67
407
$4.78K ﹤0.01%
28
408
$4.75K ﹤0.01%
400
409
$4.6K ﹤0.01%
115
410
$4.59K ﹤0.01%
25
411
$4.58K ﹤0.01%
160
412
$4.58K ﹤0.01%
+59
413
$4.53K ﹤0.01%
50
+1
414
$4.53K ﹤0.01%
40
415
$4.44K ﹤0.01%
160
416
$4.32K ﹤0.01%
403
+7
417
$4.16K ﹤0.01%
45
418
$4.09K ﹤0.01%
15
419
$4.06K ﹤0.01%
84
420
$4.05K ﹤0.01%
1,495
421
$4.03K ﹤0.01%
144
422
$3.99K ﹤0.01%
+200
423
$3.95K ﹤0.01%
67
424
$3.75K ﹤0.01%
36
425
$3.7K ﹤0.01%
61
-64
15 16
17
18 19