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
201
$46.4K 0.01%
300
-40
202
$46.3K 0.01%
459
203
$46K 0.01%
300
204
$45.2K 0.01%
104
205
$44.8K 0.01%
1,213
+204
206
$43.7K 0.01%
728
+73
207
$42.1K 0.01%
345
-18
208
$42.1K 0.01%
489
209
$41.9K 0.01%
+80
210
$41.7K 0.01%
3,300
211
$41.4K 0.01%
1,125
212
$41.2K 0.01%
882
-160
213
$40.7K 0.01%
407
214
$40.5K 0.01%
161
215
$40.4K 0.01%
+150
216
$40.3K 0.01%
150
217
$40.1K 0.01%
158
218
$39.6K 0.01%
317
-26
219
$38.2K 0.01%
617
+192
220
$37.1K 0.01%
152
221
$37K 0.01%
180
222
$36.6K 0.01%
300
-74
223
$35K 0.01%
700
224
$34.1K 0.01%
350
-379
225
$33.9K 0.01%
549
7 8
9
10 11