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
276
$6K ﹤0.01%
30
277
$6K ﹤0.01%
290
+40
278
$6K ﹤0.01%
20
279
$6K ﹤0.01%
800
280
$5K ﹤0.01%
30
281
$5K ﹤0.01%
100
282
$5K ﹤0.01%
75
283
$5K ﹤0.01%
496
284
$5K ﹤0.01%
266
285
$5K ﹤0.01%
+33
286
$5K ﹤0.01%
160
+25
287
$5K ﹤0.01%
100
288
$5K ﹤0.01%
41
289
$4K ﹤0.01%
17
290
$4K ﹤0.01%
76
291
$4K ﹤0.01%
35
292
$4K ﹤0.01%
27
+10
293
$4K ﹤0.01%
66
294
$4K ﹤0.01%
20
295
$4K ﹤0.01%
75
296
$4K ﹤0.01%
25
297
$4K ﹤0.01%
+250
298
$4K ﹤0.01%
100
-18
299
$4K ﹤0.01%
20
300
$4K ﹤0.01%
+100
10 11
12
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