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
101
$169K 0.03%
784
+149
102
$157K 0.03%
2,845
+156
103
$151K 0.03%
2,951
-200
104
$147K 0.03%
+978
105
$146K 0.03%
273
+44
106
$140K 0.03%
7,302
+1,020
107
$131K 0.03%
2,225
108
$130K 0.03%
2,968
109
$130K 0.03%
1,308
-151
110
$115K 0.02%
787
+1
111
$112K 0.02%
223
+44
112
$112K 0.02%
124
-16
113
$112K 0.02%
358
+234
114
$109K 0.02%
461
+23
115
$109K 0.02%
637
116
$107K 0.02%
3,450
-235
117
$106K 0.02%
924
-919
118
$106K 0.02%
414
-413
119
$104K 0.02%
815
120
$98.5K 0.02%
1,800
121
$98K 0.02%
1,831
122
$95.8K 0.02%
+1,087
123
$95.4K 0.02%
5,885
+595
124
$92.4K 0.02%
+3,974
125
$91.2K 0.02%
1,210
3 4
5
6 7