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
126
$113K 0.02%
1,220
+30
127
$111K 0.02%
623
-14
128
$109K 0.02%
271
-45
129
$109K 0.02%
2,438
130
$109K 0.02%
925
131
$108K 0.02%
815
132
$106K 0.02%
2,627
+23
133
$104K 0.02%
3,450
134
$100K 0.02%
1,692
135
$99.6K 0.02%
174
+97
136
$97.3K 0.02%
1,863
+32
137
$96.9K 0.02%
1,425
138
$96.7K 0.02%
330
139
$94.6K 0.02%
1,600
140
$93.9K 0.02%
492
+142
141
$91.8K 0.02%
2,085
-11
142
$90.7K 0.02%
1,615
143
$88.8K 0.02%
1,125
144
$88.4K 0.02%
1,074
+256
145
$87.3K 0.02%
335
146
$86.6K 0.02%
1,463
+608
147
$86.5K 0.02%
1,070
-10
148
$86.2K 0.02%
1,276
149
$85.9K 0.02%
3,584
150
$85.8K 0.02%
1,973
4 5
6
7 8