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
$206M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$3.91M
3
+$3.71M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.27M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.05M

Top Sells

1
+$3.39M
2
+$1.96M
3
+$1.61M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$691K
5
USRT icon
iShares Core US REIT ETF
USRT
+$592K

Sector Composition

1 Technology 0.62%
2 Energy 0.49%
3 Healthcare 0.42%
4 Consumer Staples 0.3%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K ﹤0.01%
+414
227
$10K ﹤0.01%
50
228
$10K ﹤0.01%
150
229
$10K ﹤0.01%
250
230
$10K ﹤0.01%
234
+84
231
$10K ﹤0.01%
153
232
$10K ﹤0.01%
98
-50
233
$9K ﹤0.01%
71
234
$9K ﹤0.01%
37
235
$9K ﹤0.01%
120
236
$9K ﹤0.01%
1,432
237
$9K ﹤0.01%
175
238
$9K ﹤0.01%
238
+10
239
$9K ﹤0.01%
50
240
$9K ﹤0.01%
72
241
$9K ﹤0.01%
87
+42
242
$9K ﹤0.01%
126
243
$9K ﹤0.01%
1,000
244
$9K ﹤0.01%
+200
245
$8K ﹤0.01%
+50
246
$8K ﹤0.01%
200
-31
247
$8K ﹤0.01%
162
-220
248
$8K ﹤0.01%
94
249
$8K ﹤0.01%
364
250
$8K ﹤0.01%
225
+3
8 9
10
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