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
251
$10K 0.01%
+125
252
$10K 0.01%
+140
253
$10K 0.01%
+400
254
$10K 0.01%
+700
255
$10K 0.01%
+326
256
$10K 0.01%
+56
257
$10K 0.01%
+50
258
$10K 0.01%
+154
259
$10K 0.01%
+213
260
$10K 0.01%
+100
261
$10K 0.01%
+118
262
$9K 0.01%
+37
263
$9K 0.01%
+110
264
$9K 0.01%
+40
265
$9K 0.01%
+120
266
$9K 0.01%
+94
267
$9K 0.01%
+250
268
$9K 0.01%
+175
269
$9K 0.01%
+100
270
$9K 0.01%
+72
271
$9K 0.01%
+126
272
$9K 0.01%
+100
273
$9K 0.01%
+63
274
$9K 0.01%
+39
275
$9K 0.01%
+245
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