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
201
$57.9K 0.01%
407
+3
202
$54.2K 0.01%
822
-145
203
$54.1K 0.01%
627
204
$53.8K 0.01%
71
+21
205
$53.7K 0.01%
113
+63
206
$53.4K 0.01%
300
207
$52.7K 0.01%
512
-200
208
$51.3K 0.01%
489
209
$51.1K 0.01%
245
210
$50.7K 0.01%
+1,034
211
$50.2K 0.01%
345
212
$49.6K 0.01%
371
-75
213
$49.6K 0.01%
852
+663
214
$48.6K 0.01%
1,907
+10
215
$48K 0.01%
285
216
$47.9K 0.01%
161
217
$47.8K 0.01%
158
218
$47.7K 0.01%
567
+39
219
$47.4K 0.01%
182
+150
220
$46.2K 0.01%
407
221
$45.7K 0.01%
692
+12
222
$44.5K 0.01%
582
-35
223
$44.2K 0.01%
317
224
$44K 0.01%
226
-122
225
$43.7K 0.01%
310
-75
7 8
9
10 11