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
251
$8K ﹤0.01%
500
-200
252
$8K ﹤0.01%
700
253
$8K ﹤0.01%
335
254
$8K ﹤0.01%
56
255
$8K ﹤0.01%
222
256
$8K ﹤0.01%
154
257
$8K ﹤0.01%
193
258
$8K ﹤0.01%
100
259
$8K ﹤0.01%
177
260
$7K ﹤0.01%
290
+8
261
$7K ﹤0.01%
110
262
$7K ﹤0.01%
160
263
$7K ﹤0.01%
37
264
$7K ﹤0.01%
83
265
$7K ﹤0.01%
191
-25
266
$7K ﹤0.01%
39
267
$7K ﹤0.01%
200
268
$7K ﹤0.01%
70
269
$7K ﹤0.01%
382
270
$6K ﹤0.01%
92
271
$6K ﹤0.01%
1,000
272
$6K ﹤0.01%
94
273
$6K ﹤0.01%
205
274
$6K ﹤0.01%
17
275
$6K ﹤0.01%
50
-50
9 10
11
12 13