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
176
$51.1K 0.01%
79
+4
177
$49.7K 0.01%
+3,412
178
$48.9K 0.01%
328
+23
179
$48.6K 0.01%
+104
180
$48K 0.01%
+1,660
181
$47.8K 0.01%
+315
182
$46.5K 0.01%
255
183
$46.5K 0.01%
326
184
$45.3K 0.01%
200
185
$44.9K 0.01%
+1,272
186
$44.8K 0.01%
+1,125
187
$44.6K 0.01%
1,464
-50
188
$44.5K 0.01%
454
189
$44.3K 0.01%
+424
190
$43.9K 0.01%
797
191
$43.7K 0.01%
300
-20
192
$43.1K 0.01%
552
193
$41.8K 0.01%
407
194
$41K 0.01%
+982
195
$41K 0.01%
149
196
$40.7K 0.01%
447
197
$40.3K 0.01%
161
198
$39.9K 0.01%
1,427
+8
199
$39.8K 0.01%
1,675
-675
200
$39.7K 0.01%
964
-146
6 7
8
9 10