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
101
$239K 0.04%
9,000
-570
102
$236K 0.04%
1,410
-233
103
$228K 0.04%
8,989
+7,695
104
$227K 0.04%
3,200
105
$213K 0.03%
1,858
106
$209K 0.03%
392
107
$204K 0.03%
1,987
108
$201K 0.03%
428
-32
109
$196K 0.03%
10,546
+90
110
$186K 0.03%
2,917
-25
111
$172K 0.03%
2,677
+985
112
$171K 0.03%
6,050
+32
113
$170K 0.03%
545
+150
114
$165K 0.03%
879
115
$158K 0.02%
1,012
+400
116
$158K 0.02%
1,326
117
$157K 0.02%
2,495
+163
118
$154K 0.02%
467
-50
119
$154K 0.02%
439
120
$152K 0.02%
1,694
-150
121
$143K 0.02%
954
-82
122
$139K 0.02%
271
+21
123
$137K 0.02%
978
124
$134K 0.02%
2,632
+58
125
$129K 0.02%
223
3 4
5
6 7