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
376
$6.6K ﹤0.01%
224
377
$6.43K ﹤0.01%
25
378
$6.29K ﹤0.01%
2,345
+1,495
379
$6.17K ﹤0.01%
+103
380
$6.17K ﹤0.01%
+56
381
$6.13K ﹤0.01%
+120
382
$6K ﹤0.01%
+35
383
$6K ﹤0.01%
3,000
384
$5.88K ﹤0.01%
+144
385
$5.8K ﹤0.01%
+67
386
$5.64K ﹤0.01%
400
387
$5.62K ﹤0.01%
80
388
$5.59K ﹤0.01%
49
389
$5.58K ﹤0.01%
137
390
$5.56K ﹤0.01%
67
-67
391
$5.55K ﹤0.01%
+850
392
$5.55K ﹤0.01%
+51
393
$5.5K ﹤0.01%
275
394
$5.42K ﹤0.01%
+20
395
$5.34K ﹤0.01%
1,700
396
$5.23K ﹤0.01%
80
397
$5.23K ﹤0.01%
40
398
$5.2K ﹤0.01%
80
399
$5.16K ﹤0.01%
160
400
$5.11K ﹤0.01%
+156
14 15
16
17 18