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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
$150M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$8.36M
3
+$5.5M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$5.25M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.94M

Top Sells

1
+$1.39M
2
+$1.18M
3
+$1.08M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$988K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$877K

Sector Composition

1 Technology 0.69%
2 Energy 0.55%
3 Healthcare 0.48%
4 Consumer Staples 0.39%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
+100
302
$3K ﹤0.01%
75
303
$3K ﹤0.01%
20
304
$3K ﹤0.01%
300
305
$3K ﹤0.01%
9
306
$3K ﹤0.01%
30
307
$3K ﹤0.01%
198
308
$3K ﹤0.01%
48
309
$3K ﹤0.01%
+20
310
$3K ﹤0.01%
800
311
$3K ﹤0.01%
300
312
$3K ﹤0.01%
20
313
$3K ﹤0.01%
8
314
$3K ﹤0.01%
250
315
$2K ﹤0.01%
25
316
$2K ﹤0.01%
139
317
$2K ﹤0.01%
17
318
$2K ﹤0.01%
19
319
$2K ﹤0.01%
17
320
$2K ﹤0.01%
8
321
$2K ﹤0.01%
24
322
$2K ﹤0.01%
18
323
$2K ﹤0.01%
11
324
$2K ﹤0.01%
52
325
$2K ﹤0.01%
9
11 12
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14 15