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
301
$14K ﹤0.01%
310
302
$13.8K ﹤0.01%
345
303
$13.6K ﹤0.01%
231
+2
304
$13.5K ﹤0.01%
60
305
$13.3K ﹤0.01%
76
306
$13.1K ﹤0.01%
30
307
$12.9K ﹤0.01%
67
308
$12.9K ﹤0.01%
200
309
$12.9K ﹤0.01%
265
+43
310
$12.6K ﹤0.01%
205
311
$12K ﹤0.01%
85
312
$12K ﹤0.01%
608
313
$11.9K ﹤0.01%
49
314
$11.7K ﹤0.01%
79
315
$11.4K ﹤0.01%
355
316
$11.3K ﹤0.01%
101
+26
317
$11.2K ﹤0.01%
17
318
$11.1K ﹤0.01%
800
-200
319
$11.1K ﹤0.01%
+1,000
320
$11.1K ﹤0.01%
72
321
$11K ﹤0.01%
37
322
$11K ﹤0.01%
569
+20
323
$10.9K ﹤0.01%
200
324
$10.7K ﹤0.01%
+18
325
$10.5K ﹤0.01%
57
-19
11 12
13
14 15