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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.9M
3
+$10.6M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.3M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$9.99M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.95%
2 Healthcare 0.55%
3 Technology 0.55%
4 Communication Services 0.48%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
+1,000
302
$5K ﹤0.01%
+110
303
$5K ﹤0.01%
+205
304
$5K ﹤0.01%
+75
305
$5K ﹤0.01%
+17
306
$5K ﹤0.01%
+95
307
$5K ﹤0.01%
+250
308
$5K ﹤0.01%
+300
309
$5K ﹤0.01%
+300
310
$5K ﹤0.01%
+152
311
$5K ﹤0.01%
+245
312
$5K ﹤0.01%
+140
313
$5K ﹤0.01%
+100
314
$5K ﹤0.01%
+800
315
$5K ﹤0.01%
+120
316
$4K ﹤0.01%
+9
317
$4K ﹤0.01%
+284
318
$4K ﹤0.01%
+188
319
$4K ﹤0.01%
+30
320
$4K ﹤0.01%
+198
321
$4K ﹤0.01%
+48
322
$4K ﹤0.01%
+120
323
$4K ﹤0.01%
+80
324
$4K ﹤0.01%
+17
325
$4K ﹤0.01%
+76
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