IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
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
+$41.4M
2
+$29.9M
3
+$9.02M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$8.52M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.53M

Top Sells

1
+$29.8M
2
+$3.24M
3
+$3.01M
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$1.52M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$753K

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
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502
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504
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517
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518
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519
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522
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523
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