IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
+$1.26M
2
+$1.25M
3
+$962K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$744K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$714K

Top Sells

1
+$1.94M
2
+$999K
3
+$643K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$568K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$392K

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
276
$9K ﹤0.01%
300
277
$9K ﹤0.01%
150
278
$9K ﹤0.01%
1,000
279
$8K ﹤0.01%
+95
280
$8K ﹤0.01%
75
281
$8K ﹤0.01%
94
282
$8K ﹤0.01%
231
-55
283
$8K ﹤0.01%
85
284
$8K ﹤0.01%
130
-208
285
$8K ﹤0.01%
320
286
$8K ﹤0.01%
887
287
$7K ﹤0.01%
71
288
$7K ﹤0.01%
150
289
$7K ﹤0.01%
36
-15
290
$7K ﹤0.01%
125
-125
291
$7K ﹤0.01%
153
292
$7K ﹤0.01%
10
293
$7K ﹤0.01%
41
294
$7K ﹤0.01%
20
295
$7K ﹤0.01%
+25
296
$7K ﹤0.01%
92
297
$6K ﹤0.01%
76
298
$6K ﹤0.01%
67
299
$6K ﹤0.01%
138
300
$6K ﹤0.01%
+275
10 11
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