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
176
$65.3K 0.01%
765
+490
177
$64.4K 0.01%
340
+30
178
$61.6K 0.01%
797
179
$59.6K 0.01%
552
180
$59.5K 0.01%
450
181
$58.7K 0.01%
1,127
+9
182
$58.2K 0.01%
765
183
$58.1K 0.01%
1,915
184
$54.4K 0.01%
112
+8
185
$54.2K 0.01%
315
186
$53.5K 0.01%
531
-315
187
$52.2K 0.01%
705
188
$51.4K 0.01%
731
189
$50.4K 0.01%
446
+75
190
$50.1K 0.01%
150
191
$49.6K 0.01%
528
192
$49.1K 0.01%
385
-140
193
$48.6K 0.01%
459
+5
194
$48.6K 0.01%
245
-10
195
$48.4K 0.01%
543
196
$46.7K 0.01%
363
-116
197
$46.2K 0.01%
100
198
$45.5K 0.01%
+750
199
$45.1K 0.01%
161
200
$45K 0.01%
209
-130
6 7
8
9 10