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
$153M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$2K ﹤0.01%
+22
402
$1K ﹤0.01%
+15
403
$1K ﹤0.01%
+7
404
$1K ﹤0.01%
+10
405
$1K ﹤0.01%
+4
406
$1K ﹤0.01%
+10
407
$1K ﹤0.01%
+21
408
0
409
$1K ﹤0.01%
+27
410
$1K ﹤0.01%
+14
411
$1K ﹤0.01%
+66
412
$1K ﹤0.01%
+22
413
$1K ﹤0.01%
+39
414
$1K ﹤0.01%
+7
415
$1K ﹤0.01%
+100
416
$1K ﹤0.01%
+36
417
$1K ﹤0.01%
+6
418
$1K ﹤0.01%
+22
419
$1K ﹤0.01%
+4
420
$1K ﹤0.01%
+6
421
$1K ﹤0.01%
+21
422
$1K ﹤0.01%
+11
423
$1K ﹤0.01%
+19
424
$1K ﹤0.01%
+19
425
$1K ﹤0.01%
+4