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
301
$15.7K ﹤0.01%
15
302
$15.6K ﹤0.01%
75
303
$15.5K ﹤0.01%
335
304
$15.4K ﹤0.01%
200
305
$15.2K ﹤0.01%
400
306
$15.1K ﹤0.01%
60
307
$15K ﹤0.01%
100
308
$14.9K ﹤0.01%
345
309
$14.7K ﹤0.01%
73
310
$14.1K ﹤0.01%
287
311
$13.9K ﹤0.01%
310
312
$13.9K ﹤0.01%
252
313
$13.7K ﹤0.01%
420
314
$13.7K ﹤0.01%
184
315
$13.6K ﹤0.01%
200
316
$13.5K ﹤0.01%
100
317
$13.4K ﹤0.01%
17
318
$12.8K ﹤0.01%
275
319
$12.6K ﹤0.01%
37
320
$12.6K ﹤0.01%
+113
321
$12.6K ﹤0.01%
218
322
$12.5K ﹤0.01%
462
323
$12.5K ﹤0.01%
93
324
$12.5K ﹤0.01%
325
325
$12.4K ﹤0.01%
56