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
$438M
AUM Growth
+$79.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.68%
2 Financials 0.5%
3 Healthcare 0.37%
4 Industrials 0.24%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$10.4K ﹤0.01%
200
302
$10.4K ﹤0.01%
518
303
$10.3K ﹤0.01%
125
+1
304
$10K ﹤0.01%
355
305
$9.89K ﹤0.01%
189
306
$9.84K ﹤0.01%
+55
307
$9.83K ﹤0.01%
75
308
$9.76K ﹤0.01%
927
309
$9.7K ﹤0.01%
37
310
$9.44K ﹤0.01%
17
311
$9.43K ﹤0.01%
219
+97
312
$9.3K ﹤0.01%
3,000
313
$9.29K ﹤0.01%
144
314
$9.28K ﹤0.01%
200
315
$9.22K ﹤0.01%
85
316
$9.16K ﹤0.01%
222
317
$9.15K ﹤0.01%
127
318
$9.12K ﹤0.01%
496
319
$8.9K ﹤0.01%
115
320
$8.82K ﹤0.01%
301
+7
321
$8.79K ﹤0.01%
118
322
$8.74K ﹤0.01%
60
323
$8.68K ﹤0.01%
118
324
$8.43K ﹤0.01%
75
325
$8.38K ﹤0.01%
78