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
1
$46.1M 9.27%
720,766
-17,291
2
$38.2M 7.69%
1,090,340
+29,838
3
$29.8M 5.99%
409,415
+19,642
4
$28.3M 5.68%
264,468
-107
5
$24.8M 4.98%
1,025,066
+33,744
6
$23.8M 4.79%
43,571
-243
7
$22.9M 4.59%
488,759
-4,334
8
$18.7M 3.76%
555,540
-5,913
9
$17.3M 3.47%
46,130
-3,413
10
$16.3M 3.28%
+296,838
11
$15M 3.02%
298,111
+11,624
12
$13.7M 2.75%
273,594
-11,962
13
$12.2M 2.45%
183,714
-5,200
14
$11.2M 2.25%
165,488
+6,014
15
$10.3M 2.08%
207,959
+11,249
16
$10.1M 2.03%
162,108
+24,218
17
$9.8M 1.97%
346,053
-3,676
18
$9.21M 1.85%
476,916
+354,701
19
$8.43M 1.7%
164,424
+9,284
20
$7.24M 1.45%
39,647
-1,501
21
$7M 1.41%
110,201
-2,492
22
$6.66M 1.34%
83,070
-8,420
23
$6.16M 1.24%
78,879
+7,670
24
$6.02M 1.21%
149,913
+26,153
25
$5.36M 1.08%
97,399
-529
1
2 3 4 5