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
26
$10.2M 1.22%
+37,217
27
$10M 1.21%
287,338
-14,936
28
$7.02M 0.84%
32,514
-2,090
29
$6.85M 0.82%
82,132
-932
30
$6.59M 0.79%
254,973
+26,853
31
$6.54M 0.79%
149,486
+17,092
32
$5.96M 0.72%
107,684
-1,626
33
$5.82M 0.7%
125,549
+4,640
34
$5.34M 0.64%
72,848
-9,667
35
$5.11M 0.61%
161,924
-308
36
$4.98M 0.6%
67,212
+367
37
$4.93M 0.59%
65,653
+2,929
38
$4.47M 0.54%
125,945
-8,385
39
$4.19M 0.5%
45,769
+1,234
40
$4.15M 0.5%
154,783
+15,013
41
$3.98M 0.48%
67,176
-205
42
$3.96M 0.48%
72,868
+3,551
43
$3.81M 0.46%
105,258
+8,779
44
$3.31M 0.4%
173,124
-785,006
45
$3.24M 0.39%
137,575
+13,082
46
$3.19M 0.38%
87,330
+7,754
47
$3.17M 0.38%
56,230
+9,658
48
$2.95M 0.35%
93,251
+7,316
49
$2.9M 0.35%
44,899
-3,749
50
$2.83M 0.34%
47,760
+3,825
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