IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
1-Year Return
11.26%
This Quarter Return
-1.73%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$567M
AUM Growth
+$25.9M
(+4.8%)
Cap. Flow
+$36M
Cap. Flow
% of AUM
6.35%
Top 10 Holdings %
Top 10 Hldgs %
50.43%
Holding
551
New
61
Increased
99
Reduced
94
Closed
42
Top Buys
| 1 |
JPMorgan Active Bond ETF
JBND
|
$15.5M |
| 2 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$4.03M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.85M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
$2.83M |
| 5 |
Hartford Schroders Tax-Aware Bond ETF
HTAB
|
$2.63M |
Top Sells
| 1 |
EOG Resources
EOG
|
$2.51M |
| 2 |
Invesco Large Cap Value ETF
PWV
|
$1.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$706K |
| 4 |
Crocs
CROX
|
$591K |
| 5 |
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% |
