IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
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
+$9.11M
2
+$8.36M
3
+$5.5M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$5.25M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.94M

Top Sells

1
+$1.39M
2
+$1.18M
3
+$1.08M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$988K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$877K

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