IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$17.1M
3
+$9.33M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$5.91M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$3.65M

Top Sells

1
+$4.71M
2
+$4.1M
3
+$3.69M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.1M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.44M

Sector Composition

1 Technology 0.61%
2 Financials 0.48%
3 Healthcare 0.31%
4 Industrials 0.25%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76M 10.06%
1,046,071
+254,362
2
$53.1M 7.03%
991,378
-88,871
3
$43.8M 5.8%
360,800
+82,884
4
$33.6M 4.44%
539,447
-3,353
5
$32.7M 4.33%
398,151
-17,455
6
$27.1M 3.59%
43,646
+3,338
7
$25.8M 3.42%
+512,957
8
$24.9M 3.29%
627,069
+47,214
9
$23.8M 3.15%
999,094
-88,453
10
$23.6M 3.12%
470,660
-14,306
11
$21.5M 2.84%
48,987
-3,564
12
$20.6M 2.72%
412,988
+43,160
13
$19.3M 2.55%
310,057
+20,025
14
$17.9M 2.37%
958,130
-218,326
15
$17.5M 2.32%
336,856
+12,219
16
$16.2M 2.14%
326,468
+20,779
17
$15.7M 2.07%
195,304
+10,839
18
$14.7M 1.94%
362,546
-17,164
19
$14.6M 1.93%
197,171
-20,605
20
$13.7M 1.82%
183,352
+13,576
21
$11.2M 1.48%
205,089
+8,416
22
$11.1M 1.47%
116,603
+40,779
23
$10.9M 1.44%
296,568
+174,619
24
$10.7M 1.41%
414,567
+68,655
25
$9.87M 1.31%
302,274
-13,320
1
2 3 4 5