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
251
$11K ﹤0.01%
39
252
$11K ﹤0.01%
+306
253
$11K ﹤0.01%
326
254
$11K ﹤0.01%
100
255
$11K ﹤0.01%
160
+6
256
$11K ﹤0.01%
123
-3
257
$11K ﹤0.01%
193
258
$11K ﹤0.01%
100
259
$11K ﹤0.01%
200
260
$10K ﹤0.01%
50
261
$10K ﹤0.01%
30
262
$10K ﹤0.01%
112
+18
263
$10K ﹤0.01%
496
264
$10K ﹤0.01%
364
265
$10K ﹤0.01%
172
-100
266
$10K ﹤0.01%
75
267
$10K ﹤0.01%
160
268
$10K ﹤0.01%
70
269
$10K ﹤0.01%
76
+4
270
$9K ﹤0.01%
167
271
$9K ﹤0.01%
870
272
$9K ﹤0.01%
160
273
$9K ﹤0.01%
17
274
$9K ﹤0.01%
37
275
$9K ﹤0.01%
325
-175
9 10
11
12 13