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
26
$4.6M 0.92%
166,468
-9,857
27
$4.5M 0.9%
61,710
-1,636
28
$4.32M 0.87%
93,286
-473
29
$4.16M 0.84%
85,396
+287
30
$4.04M 0.81%
97,310
+6,967
31
$3.75M 0.75%
61,313
+3,101
32
$3.58M 0.72%
142,813
+22,816
33
$3.29M 0.66%
90,478
+2,981
34
$3.16M 0.64%
69,581
+4,049
35
$2.52M 0.51%
37,898
-1,287
36
$1.93M 0.39%
17,510
-374
37
$1.92M 0.39%
31,499
+942
38
$1.9M 0.38%
77,303
+10,196
39
$1.86M 0.37%
84,588
+10,153
40
$1.79M 0.36%
33,428
+2,815
41
$1.69M 0.34%
20,080
-1,455
42
$1.58M 0.32%
37,696
-2,858
43
$1.42M 0.29%
45,609
-775
44
$1.4M 0.28%
6,629
+87
45
$1.37M 0.28%
54,871
+6,557
46
$1.37M 0.27%
25,116
-4,389
47
$1.32M 0.27%
50,997
-1,800
48
$1.27M 0.26%
33,780
+3,339
49
$1.25M 0.25%
4,683
-171
50
$1.22M 0.25%
2
1
2
3 4 5