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
176
$83.2K 0.01%
2,305
177
$82.1K 0.01%
568
178
$78.8K 0.01%
1,440
179
$77.4K 0.01%
746
+6
180
$77.2K 0.01%
1,129
-334
181
$75.5K 0.01%
625
-129
182
$75.1K 0.01%
1,147
183
$73K 0.01%
1,354
+534
184
$72.7K 0.01%
352
-65
185
$72.5K 0.01%
472
+3
186
$71.6K 0.01%
+1,000
187
$71.1K 0.01%
765
188
$70.2K 0.01%
500
-244
189
$69.3K 0.01%
750
190
$68.9K 0.01%
112
+95
191
$68K 0.01%
1,340
192
$65.6K 0.01%
800
193
$65K 0.01%
2,461
194
$63K 0.01%
353
+5
195
$62.6K 0.01%
129
196
$61.6K 0.01%
300
+120
197
$60.1K 0.01%
815
198
$59.4K 0.01%
478
-82
199
$59.1K 0.01%
315
200
$58.3K 0.01%
376
-158
6 7
8
9 10