IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$16.3M
3
+$11M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.8M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.95%
2 Healthcare 0.55%
3 Technology 0.55%
4 Communication Services 0.48%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
+771
227
$13K 0.01%
+155
228
$13K 0.01%
+166
229
$13K 0.01%
+232
230
$13K 0.01%
+300
231
$12K 0.01%
+110
232
$12K 0.01%
+150
233
$12K 0.01%
+264
234
$12K 0.01%
+60
235
$12K 0.01%
+315
236
$12K 0.01%
+573
237
$12K 0.01%
+206
238
$12K 0.01%
+216
239
$11K 0.01%
+231
240
$11K 0.01%
+24
241
$11K 0.01%
+215
242
$11K 0.01%
+375
243
$11K 0.01%
+100
244
$11K 0.01%
+160
245
$11K 0.01%
+135
246
$11K 0.01%
+160
247
$11K 0.01%
+175
248
$11K 0.01%
+50
249
$11K 0.01%
+523
250
$10K 0.01%
+258
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