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
126
$125K 0.02%
1,140
+500
127
$122K 0.02%
124
128
$122K 0.02%
1,323
129
$121K 0.02%
1,477
-119
130
$119K 0.02%
2,626
+541
131
$118K 0.02%
1,955
-270
132
$111K 0.02%
815
133
$109K 0.02%
1,104
-205
134
$108K 0.02%
925
135
$107K 0.02%
2,639
+12
136
$106K 0.02%
623
137
$105K 0.02%
3,298
-152
138
$105K 0.02%
1,780
-1,188
139
$104K 0.02%
335
140
$102K 0.02%
1,019
+476
141
$101K 0.02%
331
+1
142
$101K 0.02%
388
+117
143
$99.8K 0.02%
1,595
+170
144
$99.3K 0.02%
2,189
+249
145
$98.8K 0.02%
1,831
-32
146
$98.7K 0.02%
1,074
147
$97.9K 0.02%
423
148
$95.1K 0.01%
174
149
$93.7K 0.01%
1,600
150
$90.9K 0.01%
543
-115
4 5
6
7 8