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
351
$8.35K ﹤0.01%
246
352
$8.28K ﹤0.01%
17
353
$8.24K ﹤0.01%
351
354
$7.94K ﹤0.01%
+18
355
$7.93K ﹤0.01%
1,880
356
$7.84K ﹤0.01%
+122
357
$7.78K ﹤0.01%
118
358
$7.74K ﹤0.01%
32
359
$7.69K ﹤0.01%
+25
360
$7.67K ﹤0.01%
58
-104
361
$7.49K ﹤0.01%
140
362
$7.42K ﹤0.01%
200
363
$7.33K ﹤0.01%
125
364
$7.3K ﹤0.01%
32
365
$7.14K ﹤0.01%
100
366
$7.12K ﹤0.01%
1,445
367
$7.12K ﹤0.01%
185
368
$7.06K ﹤0.01%
+70
369
$7.02K ﹤0.01%
16
370
$6.98K ﹤0.01%
+132
371
$6.75K ﹤0.01%
+10
372
$6.72K ﹤0.01%
214
373
$6.71K ﹤0.01%
+30
374
$6.64K ﹤0.01%
230
375
$6.6K ﹤0.01%
90
13 14
15
16 17