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
151
$85.4K 0.02%
423
+22
152
$82.7K 0.01%
1,094
153
$82.5K 0.01%
4,460
-2,842
154
$81.3K 0.01%
+1,566
155
$80.7K 0.01%
640
156
$80.6K 0.01%
1,925
-105
157
$79.5K 0.01%
2,305
158
$79.2K 0.01%
729
159
$78.4K 0.01%
468
+283
160
$78.2K 0.01%
1,543
161
$77.6K 0.01%
1,940
+670
162
$76.8K 0.01%
558
+258
163
$76.5K 0.01%
123
-29
164
$75.5K 0.01%
1,212
+805
165
$75.2K 0.01%
463
+1
166
$73.4K 0.01%
560
+362
167
$73.3K 0.01%
812
+7
168
$72.2K 0.01%
3,316
169
$72.1K 0.01%
710
+255
170
$71.3K 0.01%
80
171
$68.9K 0.01%
534
172
$68.6K 0.01%
568
-100
173
$68.1K 0.01%
705
174
$68K 0.01%
331
+26
175
$67.1K 0.01%
129
5 6
7
8 9