IWP
IAG Wealth Partners Portfolio holdings
AUM
$864M
1-Year Est. Return
14.77%
This Fund
S&P 500
1 Year Est. Return
+14.77%
AUM
$833M
AUM Growth
+$76.8M
(+10%)
Holding
551
Top Buys
| 1 | +$21.4M | |
| 2 | +$16.1M | |
| 3 | +$10.1M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$9.63M |
| 5 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
+$3.18M |
Top Sells
| 1 | +$17.5M | |
| 2 | +$14.7M | |
| 3 | +$2.63M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.78M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.67B
| – | – |
-44
|
|