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
101
$195K 0.03%
460
102
$188K 0.03%
517
+408
103
$183K 0.03%
1,844
+109
104
$178K 0.03%
2,942
105
$163K 0.03%
879
106
$158K 0.03%
1,036
107
$156K 0.03%
978
108
$153K 0.03%
658
+138
109
$147K 0.03%
2,968
110
$146K 0.03%
1,309
+1
111
$143K 0.03%
1,326
+795
112
$142K 0.03%
2,225
113
$139K 0.02%
439
+89
114
$137K 0.02%
6,018
-88
115
$131K 0.02%
124
116
$131K 0.02%
223
117
$127K 0.02%
2,332
-157
118
$125K 0.02%
1,596
+245
119
$123K 0.02%
2,574
-24
120
$122K 0.02%
1,323
121
$122K 0.02%
841
+54
122
$120K 0.02%
+2,454
123
$117K 0.02%
250
+220
124
$116K 0.02%
612
+200
125
$115K 0.02%
395
3 4
5
6 7