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
76
$467K 0.07%
1,294
-3
77
$466K 0.07%
7,988
78
$430K 0.07%
3,078
+57
79
$400K 0.06%
4,440
-576
80
$395K 0.06%
2,075
+410
81
$380K 0.06%
8,530
-540
82
$368K 0.06%
1,660
-21
83
$365K 0.06%
995
-5
84
$362K 0.06%
1,789
-391
85
$359K 0.06%
435
-5
86
$355K 0.06%
375
+2
87
$352K 0.05%
630
+64
88
$347K 0.05%
9,134
-81,953
89
$346K 0.05%
2,002
+786
90
$329K 0.05%
9,908
+1,610
91
$325K 0.05%
3,107
92
$322K 0.05%
10,689
+2,189
93
$320K 0.05%
7,392
-740
94
$300K 0.05%
4,538
+382
95
$288K 0.04%
1,175
96
$257K 0.04%
3,204
+2,079
97
$256K 0.04%
3,572
+2,360
98
$244K 0.04%
848
-54
99
$240K 0.04%
1,145
-20
100
$240K 0.04%
10,856
-7,552
2 3
4
5 6