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
401
$7.56K ﹤0.01%
29
402
$7.48K ﹤0.01%
50
403
$7.45K ﹤0.01%
+250
404
$7.44K ﹤0.01%
55
405
$7.29K ﹤0.01%
115
406
$7.2K ﹤0.01%
72
407
$7.08K ﹤0.01%
84
408
$6.94K ﹤0.01%
245
409
$6.86K ﹤0.01%
133
410
$6.79K ﹤0.01%
+1,000
411
$6.79K ﹤0.01%
93
412
$6.59K ﹤0.01%
80
413
$6.51K ﹤0.01%
3,000
414
$6.49K ﹤0.01%
8
415
$6.31K ﹤0.01%
160
416
$6.17K ﹤0.01%
115
417
$6.04K ﹤0.01%
28
418
$5.98K ﹤0.01%
65
419
$5.89K ﹤0.01%
137
420
$5.78K ﹤0.01%
200
-580
421
$5.69K ﹤0.01%
927
422
$5.69K ﹤0.01%
10
423
$5.52K ﹤0.01%
200
424
$5.5K ﹤0.01%
33
+3
425
$5.44K ﹤0.01%
59
15 16
17
18 19