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
201
$44.6K 0.01%
521
+212
202
$43.9K 0.01%
3,300
203
$42.8K 0.01%
+152
204
$42.7K 0.01%
407
205
$42.6K 0.01%
1,125
206
$42.1K 0.01%
158
207
$40.3K 0.01%
+374
208
$39.3K 0.01%
+784
209
$39.3K 0.01%
+972
210
$39.1K 0.01%
+343
211
$38.4K 0.01%
104
212
$38.1K 0.01%
+2,475
213
$37.9K 0.01%
1,009
+122
214
$37.8K 0.01%
670
215
$37.8K 0.01%
300
216
$37.1K 0.01%
489
217
$35.6K 0.01%
627
218
$35.5K 0.01%
124
219
$35.3K 0.01%
475
220
$35.2K 0.01%
297
+64
221
$34.9K 0.01%
700
222
$34.3K 0.01%
1,294
+9
223
$34.3K 0.01%
655
-187
224
$33.7K 0.01%
658
225
$33.7K 0.01%
549
7 8
9
10 11