IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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%
+24
402
$1K ﹤0.01%
+14
403
$1K ﹤0.01%
+27
404
$1K ﹤0.01%
+4
405
$1K ﹤0.01%
+10
406
$1K ﹤0.01%
+18
407
$1K ﹤0.01%
+7
408
$1K ﹤0.01%
+2
409
$1K ﹤0.01%
+7
410
$1K ﹤0.01%
+15
411
$1K ﹤0.01%
+5
412
$1K ﹤0.01%
+12
413
$1K ﹤0.01%
+9
414
$1K ﹤0.01%
+25
415
$1K ﹤0.01%
+19
416
$1K ﹤0.01%
+11
417
$1K ﹤0.01%
+6
418
0
419
$1K ﹤0.01%
+21
420
$1K ﹤0.01%
+10
421
$1K ﹤0.01%
+21
422
$1K ﹤0.01%
+4
423
$1K ﹤0.01%
+19
424
$1K ﹤0.01%
+6
425
$1K ﹤0.01%
+4