IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$16.1M
3
+$10.1M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$9.63M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$3.18M

Top Sells

1
+$17.5M
2
+$14.7M
3
+$2.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
VNLA icon
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
51
$2.58M 0.31%
21,355
-1,026
52
$2.54M 0.3%
30,325
-789
53
$2.42M 0.29%
4,819
-23
54
$2.11M 0.25%
32,449
+1,094
55
$2.08M 0.25%
23,339
-289
56
$2.04M 0.25%
43,665
+2,574
57
$1.75M 0.21%
6,884
-210
58
$1.66M 0.2%
12,797
-483
59
$1.44M 0.17%
28,227
-22,944
60
$1.39M 0.17%
20,801
-1,024
61
$1.38M 0.17%
4,213
-94
62
$1.36M 0.16%
7,338
-99
63
$1.35M 0.16%
40,115
-199
64
$1.33M 0.16%
52,048
+4,895
65
$1.28M 0.15%
2,094
66
$1.22M 0.15%
10,680
+4,606
67
$1.18M 0.14%
2,276
+123
68
$1.16M 0.14%
39,289
-387
69
$1.13M 0.14%
15,058
+202
70
$951K 0.11%
9,149
+48
71
$936K 0.11%
5,015
72
$908K 0.11%
29,479
+400
73
$838K 0.1%
17,212
-200
74
$824K 0.1%
15,206
-135
75
$815K 0.1%
9,188
+29
1 2
3
4 5