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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
101
$298K 0.04%
6,508
+2,029
102
$286K 0.03%
10,856
103
$286K 0.03%
3,596
104
$276K 0.03%
2,035
-24
105
$271K 0.03%
762
+13
106
$262K 0.03%
9,000
107
$257K 0.03%
5,533
-900
108
$249K 0.03%
753
+210
109
$242K 0.03%
3,200
110
$240K 0.03%
985
111
$237K 0.03%
3,578
+3
112
$237K 0.03%
1,525
+6
113
$234K 0.03%
392
114
$232K 0.03%
1,987
115
$216K 0.03%
453
-9
116
$202K 0.02%
454
-59
117
$200K 0.02%
4,206
-2,466
118
$200K 0.02%
272
+49
119
$196K 0.02%
428
120
$192K 0.02%
+9,892
121
$192K 0.02%
978
122
$187K 0.02%
10,880
-379
123
$182K 0.02%
2,902
124
$180K 0.02%
2,677
125
$179K 0.02%
879
3 4
5
6 7