IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
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
476
$1.2K ﹤0.01%
28
477
$1.18K ﹤0.01%
40
478
$1.17K ﹤0.01%
80
479
$1.14K ﹤0.01%
24
480
$1.09K ﹤0.01%
14
481
$1.09K ﹤0.01%
+52
482
$1.05K ﹤0.01%
+5
483
$1.05K ﹤0.01%
39
484
$1.01K ﹤0.01%
33
-13
485
$999 ﹤0.01%
15
486
$925 ﹤0.01%
109
+7
487
$776 ﹤0.01%
66
488
$693 ﹤0.01%
+6
489
$670 ﹤0.01%
28
490
$603 ﹤0.01%
4
491
$506 ﹤0.01%
+65
492
$483 ﹤0.01%
3,000
493
$440 ﹤0.01%
27
494
$424 ﹤0.01%
5
495
$415 ﹤0.01%
80
496
$391 ﹤0.01%
6
497
$356 ﹤0.01%
67
+41
498
$336 ﹤0.01%
7
499
$282 ﹤0.01%
4
-100
500
$250 ﹤0.01%
19
18 19
20
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