IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
1-Year Return
11.26%
This Quarter Return
-4.52%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$318M
AUM Growth
+$5.92M
(+1.9%)
Cap. Flow
+$20.3M
Cap. Flow
% of AUM
6.38%
Top 10 Holdings %
Top 10 Hldgs %
67.46%
Holding
486
New
74
Increased
100
Reduced
58
Closed
32
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$9.08M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
$2.16M |
| 3 |
Nuveen ESG Mid-Cap Growth ETF
NUMG
|
$1.91M |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
$1.76M |
| 5 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$1.36M |
Top Sells
Sector Composition
| 1 | Technology | 0.76% |
| 2 | Healthcare | 0.37% |
| 3 | Consumer Discretionary | 0.26% |
| 4 | Industrials | 0.25% |
| 5 | Consumer Staples | 0.24% |
