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
76
$794K 0.1%
5,570
-277
77
$738K 0.09%
1,230
-57
78
$718K 0.09%
17,640
+513
79
$676K 0.08%
9,044
-161
80
$656K 0.08%
2,713
-74
81
$630K 0.08%
5,376
-204
82
$519K 0.06%
1,844
+143
83
$440K 0.05%
8,759
-3,137
84
$434K 0.05%
4,597
+41
85
$424K 0.05%
6,492
-775
86
$416K 0.05%
1,026
+31
87
$405K 0.05%
1,579
-210
88
$382K 0.05%
1,739
-80
89
$377K 0.05%
1,481
-131
90
$376K 0.05%
5,791
+4,155
91
$375K 0.05%
8,113
92
$369K 0.04%
554
-65
93
$362K 0.04%
1,942
-60
94
$362K 0.04%
7,339
-26,021
95
$360K 0.04%
1,140
-35
96
$353K 0.04%
462
+30
97
$352K 0.04%
3,204
98
$335K 0.04%
11,053
+242
99
$317K 0.04%
2,664
+57
100
$304K 0.04%
328
-47
2 3
4
5 6