IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$833M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$16.1M
3
+$10.1M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$9.63M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$3.18M

Top Sells

1
+$17.5M
2
+$14.7M
3
+$2.63M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.28M

Sector Composition

1 Technology 0.66%
2 Financials 0.47%
3 Healthcare 0.31%
4 Industrials 0.27%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$114K 0.01%
815
152
$113K 0.01%
5,016
153
$108K 0.01%
1,600
154
$106K 0.01%
1,019
155
$103K 0.01%
108
156
$103K 0.01%
1,276
157
$102K 0.01%
1,094
158
$99K 0.01%
2,505
159
$97.3K 0.01%
332
+1
160
$96.7K 0.01%
1,158
+10
161
$96.4K 0.01%
552
162
$95.5K 0.01%
339
+2
163
$95.1K 0.01%
351
+9
164
$93.4K 0.01%
423
165
$92.3K 0.01%
974
-100
166
$91.8K 0.01%
984
167
$91.6K 0.01%
3,584
168
$90.9K 0.01%
1,973
169
$90.8K 0.01%
444
+1
170
$89.3K 0.01%
378
+2
171
$88.9K 0.01%
797
172
$87.8K 0.01%
875
173
$86.9K 0.01%
1,035
+6
174
$85.9K 0.01%
1,954
-2
175
$85.3K 0.01%
1,935
5 6
7
8 9