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
276
$17.9K ﹤0.01%
60
277
$17.7K ﹤0.01%
171
-100
278
$17.7K ﹤0.01%
423
+1
279
$17.6K ﹤0.01%
245
280
$17.5K ﹤0.01%
200
281
$17.3K ﹤0.01%
400
282
$17.2K ﹤0.01%
920
-245
283
$17.2K ﹤0.01%
414
+79
284
$17.1K ﹤0.01%
+102
285
$16.6K ﹤0.01%
171
+8
286
$16.3K ﹤0.01%
74
+18
287
$16.2K ﹤0.01%
95
288
$16.1K ﹤0.01%
206
289
$16.1K ﹤0.01%
3,732
+116
290
$16K ﹤0.01%
275
291
$15.1K ﹤0.01%
300
292
$14.6K ﹤0.01%
75
293
$14.5K ﹤0.01%
140
294
$14.3K ﹤0.01%
200
295
$14.3K ﹤0.01%
420
296
$14.3K ﹤0.01%
+298
297
$14.2K ﹤0.01%
78
-14
298
$14.2K ﹤0.01%
246
+10
299
$14.1K ﹤0.01%
1,058
300
$14K ﹤0.01%
+24
10 11
12
13 14