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
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.61%
2 Financials 0.48%
3 Healthcare 0.31%
4 Industrials 0.25%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$28K ﹤0.01%
904
252
$27.8K ﹤0.01%
350
253
$27.5K ﹤0.01%
475
254
$26.5K ﹤0.01%
103
255
$26.4K ﹤0.01%
178
256
$25.9K ﹤0.01%
270
257
$25.5K ﹤0.01%
45
258
$25.5K ﹤0.01%
148
259
$25.5K ﹤0.01%
350
260
$25.4K ﹤0.01%
169
261
$25K ﹤0.01%
80
262
$24.8K ﹤0.01%
126
263
$24.7K ﹤0.01%
217
264
$24.5K ﹤0.01%
100
265
$24.5K ﹤0.01%
115
+40
266
$23.7K ﹤0.01%
326
267
$23.7K ﹤0.01%
235
268
$23.6K ﹤0.01%
999
269
$23.5K ﹤0.01%
50
270
$23.4K ﹤0.01%
+1,000
271
$23.3K ﹤0.01%
103
272
$23.1K ﹤0.01%
2,750
273
$23K ﹤0.01%
442
+207
274
$23K ﹤0.01%
200
275
$22.9K ﹤0.01%
168