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
$567M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$4.03M
3
+$2.85M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$2.83M
5
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$2.63M

Top Sells

1
+$2.51M
2
+$1.1M
3
+$706K
4
CROX icon
Crocs
CROX
+$591K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$562K

Sector Composition

1 Technology 0.86%
2 Financials 0.63%
3 Industrials 0.26%
4 Healthcare 0.26%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.74M 1.01%
96,087
-2,259
27
$5.08M 0.9%
203,139
+46,991
28
$4.78M 0.84%
106,412
-420
29
$4.72M 0.83%
58,905
-1,962
30
$4.48M 0.79%
96,583
-5,806
31
$4.47M 0.79%
157,211
-2,767
32
$4.22M 0.74%
71,722
+7,827
33
$4.18M 0.74%
81,681
-3,756
34
$4.03M 0.71%
+158,868
35
$3.6M 0.64%
91,087
-1,327
36
$3.53M 0.62%
71,365
-150
37
$3.05M 0.54%
88,138
+31,476
38
$2.75M 0.49%
36,674
-946
39
$2.42M 0.43%
115,449
+16,523
40
$2.31M 0.41%
94,128
+9,418
41
$2.17M 0.38%
36,576
+181
42
$2.16M 0.38%
4,770
43
$2.09M 0.37%
33,717
+27,242
44
$2.05M 0.36%
16,064
-1,375
45
$1.98M 0.35%
29,020
-2,170
46
$1.72M 0.3%
6,876
+190
47
$1.7M 0.3%
33,759
+20,443
48
$1.66M 0.29%
19,096
-275
49
$1.58M 0.28%
33,268
-3,455
50
$1.57M 0.28%
40,842
+1,979
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