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
$360M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.71%
2 Healthcare 0.43%
3 Consumer Discretionary 0.29%
4 Industrials 0.28%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$32.6K 0.01%
69
-36
177
$32.1K 0.01%
2,196
178
$31.6K 0.01%
640
179
$31.6K 0.01%
349
180
$31.3K 0.01%
+615
181
$30.4K 0.01%
+411
182
$29.7K 0.01%
+75
183
$29.6K 0.01%
552
184
$29.4K 0.01%
158
185
$29.4K 0.01%
398
-1,918
186
$29.1K 0.01%
1,136
187
$28.3K 0.01%
134
188
$28.1K 0.01%
+1,250
189
$27.8K 0.01%
215
190
$27.5K 0.01%
190
191
$27.5K 0.01%
400
+200
192
$27.4K 0.01%
658
+112
193
$26.7K 0.01%
168
194
$26.6K 0.01%
+272
195
$26.6K 0.01%
133
196
$26.2K 0.01%
+874
197
$25.9K 0.01%
326
198
$25.8K 0.01%
446
199
$25.4K 0.01%
182
200
$25.4K 0.01%
199
+33