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
26
$6.01M 0.93%
90,627
-5,647
27
$5.45M 0.85%
213,468
+10,329
28
$4.88M 0.76%
119,817
+13,405
29
$4.53M 0.7%
146,248
-10,963
30
$4.45M 0.69%
83,521
+73,341
31
$4.45M 0.69%
57,701
-1,204
32
$4.44M 0.69%
73,834
+2,112
33
$4.07M 0.63%
157,202
-1,666
34
$4.07M 0.63%
79,645
-2,036
35
$4.06M 0.63%
70,892
-25,195
36
$4.05M 0.63%
121,949
+33,811
37
$4.05M 0.63%
86,246
-10,337
38
$3.95M 0.61%
101,691
-78,855
39
$3.37M 0.52%
74,902
+3,537
40
$2.93M 0.46%
+99,555
41
$2.7M 0.42%
119,273
+3,824
42
$2.57M 0.4%
99,592
+5,464
43
$2.54M 0.39%
4,770
44
$2.45M 0.38%
42,693
+6,117
45
$2.45M 0.38%
78,190
+77,992
46
$2.25M 0.35%
32,174
-4,500
47
$2.05M 0.32%
34,312
+595
48
$1.91M 0.3%
31,517
+2,497
49
$1.72M 0.27%
13,986
-2,078
50
$1.62M 0.25%
41,152
+310
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