IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
This Quarter Return
+6.41%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
72.38%
Holding
435
New
432
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 0.95% |
| 2 | Healthcare | 0.55% |
| 3 | Technology | 0.55% |
| 4 | Communication Services | 0.48% |
| 5 | Industrials | 0.48% |
