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
176
$66.7K 0.01%
123
177
$66K 0.01%
+800
178
$65.6K 0.01%
1,127
179
$64.4K 0.01%
342
+133
180
$64.2K 0.01%
129
181
$64.1K 0.01%
442
-21
182
$62.5K 0.01%
765
183
$62.5K 0.01%
712
-100
184
$62.3K 0.01%
1,440
-175
185
$60.6K 0.01%
1,955
+729
186
$59.4K 0.01%
750
187
$59.1K 0.01%
446
188
$57.6K 0.01%
450
189
$55.2K 0.01%
705
190
$54.4K 0.01%
529
+253
191
$54K 0.01%
290
+45
192
$53.7K 0.01%
+400
193
$52.8K 0.01%
797
194
$52.3K 0.01%
315
195
$52.3K 0.01%
552
196
$51.1K 0.01%
531
197
$50.6K 0.01%
775
+10
198
$49.6K 0.01%
385
199
$49.6K 0.01%
1,066
+408
200
$49.1K 0.01%
528
6 7
8
9 10