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
$498M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$6.85M
3
+$1.51M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.43M
5
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$1.1M

Top Sells

1
+$1.28M
2
+$1.11M
3
+$675K
4
HAP icon
VanEck Natural Resources ETF
HAP
+$598K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$398K

Sector Composition

1 Technology 0.78%
2 Financials 0.59%
3 Healthcare 0.34%
4 Industrials 0.22%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.01%
1,026
227
$29.6K 0.01%
465
+63
228
$29.5K 0.01%
664
+466
229
$29.5K 0.01%
436
230
$29.3K 0.01%
586
231
$28.7K 0.01%
629
+13
232
$28.6K 0.01%
602
+47
233
$28.3K 0.01%
2,750
234
$28.3K 0.01%
142
235
$28.2K 0.01%
+500
236
$28.1K 0.01%
335
-300
237
$27.7K 0.01%
+652
238
$27.6K 0.01%
425
239
$27.6K 0.01%
627
240
$27.4K 0.01%
198
241
$27.3K 0.01%
233
242
$26.4K 0.01%
295
243
$26.4K 0.01%
1,182
244
$26.2K 0.01%
904
-1,000
245
$25.9K 0.01%
766
246
$25.7K 0.01%
204
247
$25.6K 0.01%
158
248
$25.4K 0.01%
45
249
$25.3K 0.01%
50
250
$25.3K 0.01%
90
+7
8 9
10
11 12