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
$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
276
$4K ﹤0.01%
76
277
$4K ﹤0.01%
1,000
278
$4K ﹤0.01%
25
+11
279
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94
280
$4K ﹤0.01%
75
281
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52
282
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88
-160
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153
285
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250
286
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300
287
$4K ﹤0.01%
+135
288
$4K ﹤0.01%
48
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$4K ﹤0.01%
45
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$4K ﹤0.01%
245
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$4K ﹤0.01%
100
292
$4K ﹤0.01%
+92
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$3K ﹤0.01%
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13
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9
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35
297
$3K ﹤0.01%
120
298
$3K ﹤0.01%
9
299
$3K ﹤0.01%
66
300
$3K ﹤0.01%
20
10 11
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13 14