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
476
$741 ﹤0.01%
38
-1
477
$703 ﹤0.01%
+30
478
$677 ﹤0.01%
4
479
$642 ﹤0.01%
+4
480
$630 ﹤0.01%
28
481
$510 ﹤0.01%
+13
482
$500 ﹤0.01%
66
483
$496 ﹤0.01%
66
+1
484
$476 ﹤0.01%
5
485
$400 ﹤0.01%
6
486
$395 ﹤0.01%
27
487
$381 ﹤0.01%
6
-68
488
$333 ﹤0.01%
80
489
$263 ﹤0.01%
67
490
$196 ﹤0.01%
2
491
$194 ﹤0.01%
+10
492
$193 ﹤0.01%
19
493
$158 ﹤0.01%
33
494
$75 ﹤0.01%
18
495
$43 ﹤0.01%
4
496
$34 ﹤0.01%
+3
497
$29 ﹤0.01%
2
498
– –
0
499
– –
-23
500
– –
-127
18 19
20
21 22