IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
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
301
$6K ﹤0.01%
+234
302
$6K ﹤0.01%
600
303
$6K ﹤0.01%
+95
304
$6K ﹤0.01%
33
305
$6K ﹤0.01%
+206
306
$6K ﹤0.01%
48
307
$5K ﹤0.01%
1,000
308
$5K ﹤0.01%
20
309
$5K ﹤0.01%
477
310
$5K ﹤0.01%
250
311
$5K ﹤0.01%
+36
312
$5K ﹤0.01%
+385
313
$5K ﹤0.01%
80
-69
314
$5K ﹤0.01%
100
-100
315
$5K ﹤0.01%
+443
316
$5K ﹤0.01%
198
317
$5K ﹤0.01%
+44
318
$5K ﹤0.01%
150
319
$5K ﹤0.01%
125
320
$5K ﹤0.01%
400
-400
321
$4K ﹤0.01%
+50
322
$4K ﹤0.01%
120
323
$4K ﹤0.01%
200
324
$4K ﹤0.01%
+80
325
$4K ﹤0.01%
43
11 12
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