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
451
$3.06K ﹤0.01%
32
452
$2.96K ﹤0.01%
+30
453
$2.94K ﹤0.01%
100
454
$2.94K ﹤0.01%
+66
455
$2.94K ﹤0.01%
117
456
$2.86K ﹤0.01%
30
457
$2.77K ﹤0.01%
28
458
$2.69K ﹤0.01%
19
459
$2.59K ﹤0.01%
20
460
$2.56K ﹤0.01%
156
461
$2.45K ﹤0.01%
63
462
$2.43K ﹤0.01%
53
463
$2.34K ﹤0.01%
62
464
$2.27K ﹤0.01%
28
465
$2.21K ﹤0.01%
49
466
$2.18K ﹤0.01%
167
467
$2.05K ﹤0.01%
78
468
$1.97K ﹤0.01%
24
469
$1.55K ﹤0.01%
43
470
$1.42K ﹤0.01%
38
471
$1.38K ﹤0.01%
40
472
$1.38K ﹤0.01%
3
473
$1.31K ﹤0.01%
97
474
$1.31K ﹤0.01%
42
475
$1.26K ﹤0.01%
19
17 18
19
20 21