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
$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
251
$7K ﹤0.01%
150
-84
252
$7K ﹤0.01%
177
253
$6K ﹤0.01%
39
+26
254
$6K ﹤0.01%
200
255
$6K ﹤0.01%
+275
256
$6K ﹤0.01%
+1,000
257
$6K ﹤0.01%
+382
258
$6K ﹤0.01%
+282
259
$6K ﹤0.01%
110
260
$6K ﹤0.01%
160
261
$6K ﹤0.01%
37
262
$6K ﹤0.01%
364
-338
263
$6K ﹤0.01%
200
-451
264
$6K ﹤0.01%
222
+4
265
$5K ﹤0.01%
30
-9
266
$5K ﹤0.01%
496
267
$5K ﹤0.01%
110
268
$5K ﹤0.01%
205
269
$5K ﹤0.01%
17
270
$5K ﹤0.01%
118
271
$5K ﹤0.01%
335
+255
272
$5K ﹤0.01%
70
-220
273
$5K ﹤0.01%
83
274
$5K ﹤0.01%
+250
275
$5K ﹤0.01%
41
9 10
11
12 13