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

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
326
$10.4K ﹤0.01%
75
327
$10.2K ﹤0.01%
10
328
$10.2K ﹤0.01%
400
329
$10.1K ﹤0.01%
827
330
$10.1K ﹤0.01%
927
331
$10K ﹤0.01%
127
+1
332
$9.85K ﹤0.01%
+48
333
$9.8K ﹤0.01%
189
334
$9.41K ﹤0.01%
147
335
$9.34K ﹤0.01%
440
336
$9.24K ﹤0.01%
496
337
$9.15K ﹤0.01%
137
338
$9.13K ﹤0.01%
112
339
$9.05K ﹤0.01%
87
-1
340
$9.05K ﹤0.01%
122
341
$9.01K ﹤0.01%
50
342
$8.72K ﹤0.01%
113
343
$8.65K ﹤0.01%
81
-61
344
$8.64K ﹤0.01%
180
345
$8.62K ﹤0.01%
687
346
$8.57K ﹤0.01%
100
347
$8.5K ﹤0.01%
118
348
$8.5K ﹤0.01%
99
349
$8.46K ﹤0.01%
329
350
$8.44K ﹤0.01%
50