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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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20K 0.01%
439
+246
227
$20K 0.01%
402
+120
228
$19K 0.01%
94
229
$19K 0.01%
1,000
230
$19K 0.01%
94
231
$19K 0.01%
362
232
$19K 0.01%
176
233
$18K 0.01%
416
234
$18K 0.01%
1,000
235
$18K 0.01%
326
236
$18K 0.01%
71
+11
237
$18K 0.01%
200
238
$18K 0.01%
356
239
$17K 0.01%
+576
240
$17K 0.01%
200
-400
241
$17K 0.01%
158
+82
242
$16K 0.01%
351
243
$16K 0.01%
260
+90
244
$16K 0.01%
252
245
$16K 0.01%
149
246
$16K 0.01%
420
247
$16K 0.01%
36
+11
248
$16K 0.01%
295
249
$16K 0.01%
200
250
$15K ﹤0.01%
387