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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
$318M
AUM Growth
+$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.76%
2 Healthcare 0.37%
3 Consumer Discretionary 0.26%
4 Industrials 0.25%
5 Consumer Staples 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$2K ﹤0.01%
50
402
$2K ﹤0.01%
+14
403
$2K ﹤0.01%
42
+38
404
$2K ﹤0.01%
120
405
$2K ﹤0.01%
+34
406
$2K ﹤0.01%
+12
407
$2K ﹤0.01%
+16
408
$2K ﹤0.01%
53
409
$2K ﹤0.01%
20
410
$2K ﹤0.01%
100
-15
411
$2K ﹤0.01%
+61
412
$1K ﹤0.01%
19
413
$1K ﹤0.01%
+63
414
$1K ﹤0.01%
15
415
$1K ﹤0.01%
+6
416
$1K ﹤0.01%
+10
417
$1K ﹤0.01%
5
418
$1K ﹤0.01%
28
419
$1K ﹤0.01%
125
420
$1K ﹤0.01%
+42
421
$1K ﹤0.01%
+14
422
$1K ﹤0.01%
300
423
$1K ﹤0.01%
100
424
$1K ﹤0.01%
+3
425
$1K ﹤0.01%
+10