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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
451
-135
452
0
453
-1,546
454
-63
455
-887
456
-50
457
$0 ﹤0.01%
7
458
-92
459
-48
460
-97
461
$0 ﹤0.01%
18
462
$0 ﹤0.01%
2
463
-215
464
-206
465
$0 ﹤0.01%
7
466
0
467
-839
468
$0 ﹤0.01%
19
469
-200
470
-5
471
$0 ﹤0.01%
5
472
-320
473
$0 ﹤0.01%
6
474
$0 ﹤0.01%
94
475
-157