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
426
$5.38K ﹤0.01%
190
427
$5.26K ﹤0.01%
16
428
$5.12K ﹤0.01%
15
429
$4.92K ﹤0.01%
+80
430
$4.89K ﹤0.01%
45
431
$4.88K ﹤0.01%
50
432
$4.75K ﹤0.01%
94
433
$4.57K ﹤0.01%
104
-110
434
$4.57K ﹤0.01%
50
435
$4.54K ﹤0.01%
67
436
$4.46K ﹤0.01%
+579
437
$4.35K ﹤0.01%
61
438
$4.27K ﹤0.01%
80
439
$3.94K ﹤0.01%
40
440
$3.86K ﹤0.01%
17
441
$3.71K ﹤0.01%
153
442
$3.71K ﹤0.01%
150
443
$3.54K ﹤0.01%
128
444
$3.47K ﹤0.01%
36
445
$3.44K ﹤0.01%
85
446
$3.37K ﹤0.01%
25
447
$3.21K ﹤0.01%
138
448
$3.18K ﹤0.01%
+60
449
$3.15K ﹤0.01%
+93
450
$3.12K ﹤0.01%
50
16 17
18
19 20