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
1
$52.1M 9.19%
755,471
+36,218
2
$41.1M 7.24%
1,203,375
+83,417
3
$32.1M 5.66%
412,385
-5,980
4
$31.1M 5.49%
270,170
+5,484
5
$26.7M 4.7%
1,110,681
+50,796
6
$24.4M 4.31%
479,156
-10,632
7
$24.3M 4.29%
41,352
-1,199
8
$19.1M 3.37%
573,481
+23,533
9
$18.9M 3.33%
46,045
+2,872
10
$16.1M 2.84%
283,338
-19,263
11
$15.5M 2.73%
296,296
+295,767
12
$14.8M 2.61%
295,309
-1,006
13
$14.4M 2.53%
314,902
+29,516
14
$14.2M 2.51%
735,334
+136,013
15
$13.8M 2.44%
278,641
+57,170
16
$12.9M 2.27%
170,503
-302
17
$11.9M 2.09%
166,176
-7,874
18
$11.8M 2.08%
191,968
+15,446
19
$10M 1.76%
182,901
+4,155
20
$9.31M 1.64%
333,068
-7,261
21
$7.83M 1.38%
96,807
+10,432
22
$6.98M 1.23%
35,638
-1,983
23
$6.6M 1.16%
75,073
-1,486
24
$6.56M 1.16%
180,546
+13,745
25
$6.45M 1.14%
96,274
-7,424
1
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