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
51
$1.53M 0.24%
6,872
-4
52
$1.51M 0.24%
19,038
-58
53
$1.36M 0.21%
42,646
-1,742
54
$1.35M 0.21%
31,533
-1,735
55
$1.33M 0.21%
53,009
-7,796
56
$1.23M 0.19%
7,437
+6,596
57
$1.19M 0.19%
4,346
-28
58
$1.16M 0.18%
16,635
-850
59
$1.16M 0.18%
20,638
-615
60
$1.13M 0.18%
43,138
-5,015
61
$1.1M 0.17%
21,566
+6,668
62
$1.08M 0.17%
2,094
+1,297
63
$947K 0.15%
18,819
-14,940
64
$917K 0.14%
17,300
+17,174
65
$855K 0.13%
13,699
+499
66
$804K 0.12%
10,253
+152
67
$769K 0.12%
2,048
+66
68
$706K 0.11%
27,294
+1,048
69
$662K 0.1%
6,072
+179
70
$655K 0.1%
5,670
+102
71
$602K 0.09%
1,283
-167
72
$560K 0.09%
9,205
-1,368
73
$559K 0.09%
2,800
+578
74
$544K 0.08%
5,015
+325
75
$533K 0.08%
10,852
+8,398
1 2
3
4 5