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
426
$3.32K ﹤0.01%
100
427
$3.3K ﹤0.01%
+4
428
$3.2K ﹤0.01%
17
429
$3.15K ﹤0.01%
+25
430
$2.97K ﹤0.01%
+10
431
$2.95K ﹤0.01%
396
-305
432
$2.86K ﹤0.01%
100
433
$2.86K ﹤0.01%
+25
434
$2.71K ﹤0.01%
+21
435
$2.68K ﹤0.01%
+39
436
$2.67K ﹤0.01%
28
437
$2.65K ﹤0.01%
+23
438
$2.62K ﹤0.01%
19
439
$2.53K ﹤0.01%
47
440
$2.46K ﹤0.01%
167
441
$2.4K ﹤0.01%
+17
442
$2.35K ﹤0.01%
11
443
$2.19K ﹤0.01%
55
-195
444
$2.18K ﹤0.01%
63
445
$2.15K ﹤0.01%
97
446
$2.12K ﹤0.01%
+35
447
$2.12K ﹤0.01%
+24
448
$2.11K ﹤0.01%
157
449
$2.09K ﹤0.01%
+23
450
$2.03K ﹤0.01%
53
16 17
18
19 20