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
51
$1.54M 0.27%
60,805
+1,541
52
$1.52M 0.27%
44,388
-819
53
$1.33M 0.24%
48,153
-1,356
54
$1.27M 0.22%
4,374
-166
55
$1.25M 0.22%
21,253
-2,910
56
$1.14M 0.2%
17,485
-365
57
$881K 0.16%
10,101
-335
58
$836K 0.15%
13,200
+1,095
59
$835K 0.15%
1,982
+51
60
$755K 0.13%
14,898
-3,904
61
$741K 0.13%
1,450
-67
62
$693K 0.12%
10,573
-345
63
$669K 0.12%
+26,246
64
$637K 0.11%
5,568
-55
65
$630K 0.11%
4,690
+590
66
$554K 0.1%
5,893
+1,004
67
$521K 0.09%
1,297
-3
68
$507K 0.09%
10,180
+2,115
69
$503K 0.09%
3,021
+267
70
$498K 0.09%
7,988
-48
71
$491K 0.09%
2,222
+36
72
$483K 0.09%
5,016
-108
73
$451K 0.08%
2,180
-327
74
$429K 0.08%
797
-51
75
$427K 0.08%
18,408
-2,556
1 2
3
4 5