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
126
$89.4K 0.02%
155
-44
127
$89.2K 0.02%
1,425
128
$87.6K 0.02%
640
-234
129
$87.6K 0.02%
+779
130
$86.1K 0.02%
1,692
131
$85.5K 0.02%
401
132
$85.3K 0.02%
1,871
133
$85K 0.02%
324
-64
134
$84.6K 0.02%
461
-29
135
$83.5K 0.02%
520
+70
136
$81.3K 0.02%
4,253
+56
137
$80.1K 0.02%
1,830
-256
138
$79.9K 0.02%
2,030
-168
139
$78.6K 0.02%
329
140
$78.5K 0.02%
+1,543
141
$78.4K 0.02%
154
+23
142
$76.3K 0.02%
419
+76
143
$74.9K 0.02%
891
+656
144
$74.8K 0.02%
1,125
145
$74.6K 0.02%
6,165
146
$73.7K 0.01%
2,305
147
$73.5K 0.01%
668
148
$73.5K 0.01%
1,740
149
$73.1K 0.01%
419
150
$72.7K 0.01%
949
+519
4 5
6
7 8