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
451
$2.03K ﹤0.01%
26
-11
452
$1.94K ﹤0.01%
100
453
$1.9K ﹤0.01%
30
454
$1.87K ﹤0.01%
12
455
$1.8K ﹤0.01%
+34
456
$1.73K ﹤0.01%
200
457
$1.63K ﹤0.01%
52
458
$1.63K ﹤0.01%
3,000
459
$1.59K ﹤0.01%
+9
460
$1.55K ﹤0.01%
39
461
$1.52K ﹤0.01%
10
462
$1.44K ﹤0.01%
40
463
$1.43K ﹤0.01%
+20
464
$1.39K ﹤0.01%
100
465
$1.18K ﹤0.01%
28
466
$1.17K ﹤0.01%
80
467
$1.01K ﹤0.01%
100
468
$983 ﹤0.01%
100
469
$977 ﹤0.01%
15
470
$972 ﹤0.01%
100
471
$905 ﹤0.01%
+102
472
$777 ﹤0.01%
66
473
$772 ﹤0.01%
61
474
$595 ﹤0.01%
100
475
$592 ﹤0.01%
28
17 18
19
20 21