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
401
$5.01K ﹤0.01%
150
402
$4.97K ﹤0.01%
76
403
$4.94K ﹤0.01%
215
-237
404
$4.71K ﹤0.01%
160
405
$4.62K ﹤0.01%
65
406
$4.53K ﹤0.01%
765
407
$4.44K ﹤0.01%
350
408
$4.35K ﹤0.01%
15
409
$4.34K ﹤0.01%
40
410
$4.1K ﹤0.01%
49
411
$4.06K ﹤0.01%
+45
412
$3.97K ﹤0.01%
+53
413
$3.85K ﹤0.01%
50
414
$3.83K ﹤0.01%
153
415
$3.79K ﹤0.01%
160
416
$3.78K ﹤0.01%
30
417
$3.77K ﹤0.01%
200
418
$3.76K ﹤0.01%
200
-318
419
$3.75K ﹤0.01%
98
-121
420
$3.73K ﹤0.01%
144
421
$3.6K ﹤0.01%
+12
422
$3.52K ﹤0.01%
36
423
$3.52K ﹤0.01%
84
424
$3.42K ﹤0.01%
+8
425
$3.34K ﹤0.01%
128
15 16
17
18 19