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
$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
276
$8K 0.01%
+139
277
$8K 0.01%
+83
278
$8K 0.01%
+177
279
$8K 0.01%
+300
280
$7K ﹤0.01%
+159
281
$7K ﹤0.01%
+75
282
$7K ﹤0.01%
+160
283
$7K ﹤0.01%
+37
284
$7K ﹤0.01%
+218
285
$7K ﹤0.01%
+250
286
$7K ﹤0.01%
+240
287
$7K ﹤0.01%
+225
288
$6K ﹤0.01%
+94
289
$6K ﹤0.01%
+52
290
$6K ﹤0.01%
+496
291
$6K ﹤0.01%
+120
292
$6K ﹤0.01%
+266
293
$6K ﹤0.01%
+153
294
$6K ﹤0.01%
+118
295
$6K ﹤0.01%
+200
296
$6K ﹤0.01%
+139
297
$6K ﹤0.01%
+45
298
$6K ﹤0.01%
+41
299
$5K ﹤0.01%
+35
300
$5K ﹤0.01%
+120
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