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
76
$404K 0.07%
1,681
-76
77
$396K 0.07%
9,070
-1,117
78
$389K 0.07%
1,000
+8
79
$365K 0.06%
1,665
-65
80
$358K 0.06%
3,107
-151
81
$342K 0.06%
373
+100
82
$340K 0.06%
440
+6
83
$337K 0.06%
8,132
84
$331K 0.06%
566
-15
85
$331K 0.06%
33,141
+2,525
86
$282K 0.05%
1,175
+105
87
$265K 0.05%
8,298
88
$262K 0.05%
4,156
-71
89
$254K 0.04%
8,500
-1,320
90
$249K 0.04%
9,570
91
$238K 0.04%
1,643
-731
92
$229K 0.04%
3,200
93
$226K 0.04%
+2,047
94
$226K 0.04%
1,858
-105
95
$223K 0.04%
392
96
$218K 0.04%
902
-34
97
$207K 0.04%
1,987
98
$207K 0.04%
1,165
-104
99
$206K 0.04%
1,216
+80
100
$205K 0.04%
10,456
+4,467
2 3
4
5 6