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
76
$365K 0.07%
3,422
-186
77
$356K 0.07%
2,276
+459
78
$337K 0.07%
8,132
-70
79
$329K 0.07%
11,068
-43
80
$293K 0.06%
539
+8
81
$276K 0.06%
1,430
+86
82
$271K 0.05%
8,298
-975
83
$268K 0.05%
4,227
-305
84
$252K 0.05%
4,000
85
$250K 0.05%
30,616
+1,592
86
$236K 0.05%
9,570
-405
87
$232K 0.05%
2,068
+154
88
$232K 0.05%
273
89
$227K 0.05%
3,200
90
$216K 0.04%
1,070
+55
91
$212K 0.04%
615
-49
92
$208K 0.04%
1,679
-106
93
$196K 0.04%
2,017
94
$189K 0.04%
2,178
+1,093
95
$188K 0.04%
1,096
-67
96
$182K 0.04%
1,136
97
$177K 0.04%
+3,950
98
$172K 0.03%
460
99
$171K 0.03%
1,036
-690
100
$169K 0.03%
3,429
-1,375
2 3
4
5 6