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
476
$584 ﹤0.01%
+22
477
$492 ﹤0.01%
20
-52
478
$458 ﹤0.01%
27
479
$452 ﹤0.01%
6
480
$422 ﹤0.01%
6
481
$394 ﹤0.01%
80
482
$382 ﹤0.01%
5
483
$363 ﹤0.01%
+8
484
$304 ﹤0.01%
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485
$258 ﹤0.01%
19
486
$254 ﹤0.01%
4
487
$232 ﹤0.01%
+4
488
$228 ﹤0.01%
+7
489
$184 ﹤0.01%
+2
490
$155 ﹤0.01%
+2
491
$126 ﹤0.01%
+9
492
$95 ﹤0.01%
1
493
$85 ﹤0.01%
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494
$73 ﹤0.01%
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495
$64 ﹤0.01%
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$51 ﹤0.01%
+1
497
$40 ﹤0.01%
2
498
$28 ﹤0.01%
26
+24
499
– –
0
500
– –
-730
18 19
20
21 22