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
$281M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.63%
2 Consumer Staples 0.41%
3 Healthcare 0.38%
4 Industrials 0.27%
5 Financials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$19K 0.01%
71
202
$19K 0.01%
200
203
$19K 0.01%
176
204
$18K 0.01%
1,000
205
$18K 0.01%
310
206
$18K 0.01%
83
207
$18K 0.01%
160
208
$18K 0.01%
1,000
209
$17K 0.01%
387
210
$17K 0.01%
252
211
$17K 0.01%
340
212
$17K 0.01%
310
213
$17K 0.01%
60
214
$17K 0.01%
283
215
$17K 0.01%
100
216
$16K 0.01%
244
217
$16K 0.01%
414
218
$16K 0.01%
326
219
$16K 0.01%
420
220
$15K 0.01%
25
221
$15K 0.01%
218
-2
222
$15K 0.01%
100
223
$15K 0.01%
775
224
$15K 0.01%
263
225
$14K 0.01%
215