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
$150M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$6.99M
3
+$4.6M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$4.34M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.32M

Top Sells

1
+$1.13M
2
+$848K
3
+$829K
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$825K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$771K

Sector Composition

1 Technology 0.69%
2 Energy 0.55%
3 Healthcare 0.48%
4 Consumer Staples 0.39%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K 0.01%
71
227
$8K 0.01%
37
228
$8K 0.01%
506
229
$8K 0.01%
40
230
$8K 0.01%
573
231
$8K 0.01%
+1,432
232
$8K 0.01%
94
233
$8K 0.01%
425
234
$8K 0.01%
150
235
$8K 0.01%
50
236
$8K 0.01%
222
237
$8K 0.01%
100
238
$7K ﹤0.01%
232
239
$7K ﹤0.01%
286
-800
240
$7K ﹤0.01%
120
241
$7K ﹤0.01%
200
242
$7K ﹤0.01%
700
243
$7K ﹤0.01%
300
244
$7K ﹤0.01%
216
245
$7K ﹤0.01%
100
246
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$7K ﹤0.01%
56
248
$7K ﹤0.01%
154
249
$7K ﹤0.01%
126
250
$7K ﹤0.01%
193
-20
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