IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
276
$9K ﹤0.01%
325
-175
277
$9K ﹤0.01%
300
278
$9K ﹤0.01%
1,000
279
$8K ﹤0.01%
320
280
$8K ﹤0.01%
887
281
$8K ﹤0.01%
75
282
$8K ﹤0.01%
94
283
$8K ﹤0.01%
231
-55
284
$8K ﹤0.01%
85
285
$8K ﹤0.01%
+95
286
$8K ﹤0.01%
130
-208
287
$7K ﹤0.01%
150
288
$7K ﹤0.01%
36
-15
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$7K ﹤0.01%
71
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%
+275
298
$6K ﹤0.01%
600
299
$6K ﹤0.01%
+95
300
$6K ﹤0.01%
+234
10 11
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