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
201
$39.5K 0.01%
528
202
$38.9K 0.01%
158
203
$38.6K 0.01%
543
-147
204
$38.6K 0.01%
150
+20
205
$37K 0.01%
570
206
$36.3K 0.01%
+184
207
$35.4K 0.01%
298
208
$35.1K 0.01%
224
+42
209
$34.9K 0.01%
700
210
$34.8K 0.01%
77
211
$34.6K 0.01%
148
212
$34.5K 0.01%
292
213
$34.2K 0.01%
208
-62
214
$33.5K 0.01%
640
215
$33.5K 0.01%
999
216
$33.5K 0.01%
489
217
$32.3K 0.01%
257
218
$32.3K 0.01%
129
219
$31.3K 0.01%
300
-400
220
$31K 0.01%
658
221
$30.6K 0.01%
75
222
$30.4K 0.01%
777
+522
223
$30.4K 0.01%
650
224
$30.3K 0.01%
+305
225
$30.3K 0.01%
155
7 8
9
10 11