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
$262M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.27M
3
+$970K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$745K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$733K

Top Sells

1
+$2M
2
+$999K
3
+$661K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$558K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$409K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.42%
3 Industrials 0.29%
4 Consumer Staples 0.27%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
140
227
$13K 0.01%
160
+1
228
$13K 0.01%
248
229
$13K 0.01%
100
-40
230
$13K 0.01%
56
231
$13K 0.01%
222
232
$13K 0.01%
282
233
$12K ﹤0.01%
60
+10
234
$12K ﹤0.01%
25
235
$12K ﹤0.01%
200
236
$12K ﹤0.01%
765
237
$12K ﹤0.01%
+194
238
$12K ﹤0.01%
+206
239
$12K ﹤0.01%
514
240
$12K ﹤0.01%
155
+106
241
$12K ﹤0.01%
83
242
$12K ﹤0.01%
300
243
$12K ﹤0.01%
188
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$12K ﹤0.01%
50
245
$12K ﹤0.01%
290
246
$12K ﹤0.01%
52
247
$12K ﹤0.01%
100
248
$12K ﹤0.01%
+193
249
$11K ﹤0.01%
100
250
$11K ﹤0.01%
295
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