IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
1-Year Return
11.26%
This Quarter Return
-0.97%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$281M
AUM Growth
+$2.45M
(+0.88%)
Cap. Flow
+$5.21M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
69.69%
Holding
404
New
33
Increased
48
Reduced
58
Closed
13
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$3.91M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$1.54M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.23M |
| 4 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
+$1.14M |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$995K |
Top Sells
Sector Composition
| 1 | Technology | 0.63% |
| 2 | Consumer Staples | 0.41% |
| 3 | Healthcare | 0.38% |
| 4 | Industrials | 0.27% |
| 5 | Financials | 0.25% |
