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
151
$90.3K 0.01%
1,276
152
$90.3K 0.01%
1,463
153
$89.4K 0.01%
1,094
154
$88.6K 0.01%
375
+250
155
$86.9K 0.01%
3,584
156
$86.7K 0.01%
875
+668
157
$85.6K 0.01%
1,973
158
$81.9K 0.01%
733
+436
159
$79.9K 0.01%
1,070
160
$79.7K 0.01%
468
161
$79.6K 0.01%
560
162
$79.5K 0.01%
417
-75
163
$78.4K 0.01%
534
164
$78.2K 0.01%
1,543
165
$76.5K 0.01%
820
+20
166
$75.6K 0.01%
2,305
167
$73.6K 0.01%
3,316
168
$73.1K 0.01%
331
169
$73K 0.01%
500
-58
170
$72.8K 0.01%
2,180
+1,825
171
$71.6K 0.01%
1,529
+929
172
$71K 0.01%
1,853
-72
173
$70K 0.01%
754
+44
174
$69.2K 0.01%
568
175
$68.1K 0.01%
515
+207
5 6
7
8 9