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

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
251
$24.8K 0.01%
350
252
$23.6K ﹤0.01%
178
253
$23.2K ﹤0.01%
670
254
$22.9K ﹤0.01%
+604
255
$22.7K ﹤0.01%
+213
256
$22.6K ﹤0.01%
235
257
$22.6K ﹤0.01%
1,239
258
$22.2K ﹤0.01%
40
+15
259
$22.1K ﹤0.01%
1,000
260
$21.8K ﹤0.01%
133
-57
261
$21.7K ﹤0.01%
472
262
$21.7K ﹤0.01%
65
+15
263
$21.6K ﹤0.01%
200
264
$21.5K ﹤0.01%
169
265
$21.3K ﹤0.01%
800
266
$20.9K ﹤0.01%
+634
267
$20.6K ﹤0.01%
200
268
$20.2K ﹤0.01%
127
269
$19.7K ﹤0.01%
425
+1
270
$19.6K ﹤0.01%
559
271
$18.6K ﹤0.01%
100
272
$18.6K ﹤0.01%
117
-30
273
$18.4K ﹤0.01%
387
274
$18.1K ﹤0.01%
345
275
$17.9K ﹤0.01%
456