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
151
$72.4K 0.01%
3,316
+517
152
$71.3K 0.01%
129
153
$70.9K 0.01%
729
-739
154
$70.6K 0.01%
+731
155
$68.2K 0.01%
1,276
156
$68K 0.01%
735
157
$63.7K 0.01%
350
158
$63.4K 0.01%
818
159
$62.3K 0.01%
525
160
$62.1K 0.01%
843
161
$61.8K 0.01%
913
-1,568
162
$61.8K 0.01%
450
163
$61.6K 0.01%
+1,432
164
$61.2K 0.01%
1,118
+24
165
$60.3K 0.01%
765
166
$57.3K 0.01%
2,000
167
$57.3K 0.01%
480
168
$56.6K 0.01%
554
-204
169
$56.4K 0.01%
104
170
$54.4K 0.01%
+749
171
$54K 0.01%
+565
172
$53.5K 0.01%
+1,047
173
$53.1K 0.01%
+592
174
$51.6K 0.01%
261
+20
175
$51.5K 0.01%
+209
5 6
7
8 9