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
426
$3.67K ﹤0.01%
98
427
$3.61K ﹤0.01%
600
428
$3.5K ﹤0.01%
100
429
$3.42K ﹤0.01%
+100
430
$3.41K ﹤0.01%
480
+5
431
$3.4K ﹤0.01%
153
432
$3.31K ﹤0.01%
17
433
$3.23K ﹤0.01%
16
434
$3.14K ﹤0.01%
30
435
$3.13K ﹤0.01%
+117
436
$3.05K ﹤0.01%
156
437
$3.01K ﹤0.01%
+32
438
$2.86K ﹤0.01%
+91
439
$2.73K ﹤0.01%
138
-4,322
440
$2.48K ﹤0.01%
+18
441
$2.45K ﹤0.01%
128
442
$2.32K ﹤0.01%
64
443
$2.29K ﹤0.01%
+25
444
$2.26K ﹤0.01%
49
445
$2.15K ﹤0.01%
63
446
$2.14K ﹤0.01%
53
447
$2.02K ﹤0.01%
28
448
$2K ﹤0.01%
62
+10
449
$1.85K ﹤0.01%
+7
450
$1.84K ﹤0.01%
78
-1,032
16 17
18
19 20