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
51
$1.19M 0.24%
18,362
-1,750
52
$1.1M 0.22%
+34,082
53
$867K 0.17%
1,940
+103
54
$821K 0.17%
10,487
-193
55
$720K 0.14%
1,770
-200
56
$712K 0.14%
1,487
+471
57
$661K 0.13%
5,623
-114
58
$658K 0.13%
10,830
+1,791
59
$650K 0.13%
11,007
-255
60
$606K 0.12%
1,212
+424
61
$548K 0.11%
2,810
-2,040
62
$507K 0.1%
4,100
+860
63
$501K 0.1%
9,954
+4,416
64
$481K 0.1%
9,484
+3,749
65
$479K 0.1%
8,573
+306
66
$474K 0.1%
11,622
-534
67
$450K 0.09%
5,117
-118
68
$449K 0.09%
20,964
-5,391
69
$438K 0.09%
2,007
+994
70
$430K 0.09%
7,340
+1,260
71
$402K 0.08%
1,979
-90
72
$395K 0.08%
2,796
+42
73
$393K 0.08%
434
-72
74
$369K 0.07%
4,707
-2,442
75
$366K 0.07%
1,004
-155
1 2
3
4 5