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

Top Buys

1
+$25.3M
2
+$16.3M
3
+$11M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.8M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$10.3M

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
326
$4K ﹤0.01%
+188
327
$4K ﹤0.01%
+30
328
$4K ﹤0.01%
+198
329
$4K ﹤0.01%
+48
330
$4K ﹤0.01%
+60
331
$3K ﹤0.01%
+25
332
$3K ﹤0.01%
+13
333
$3K ﹤0.01%
+13
334
$3K ﹤0.01%
+9
335
$3K ﹤0.01%
+27
336
$3K ﹤0.01%
+9
337
$3K ﹤0.01%
+17
338
$3K ﹤0.01%
+19
339
$3K ﹤0.01%
+66
340
$3K ﹤0.01%
+34
341
$3K ﹤0.01%
+14
342
$3K ﹤0.01%
+20
343
$3K ﹤0.01%
+13
344
$3K ﹤0.01%
+22
345
$3K ﹤0.01%
+42
346
$3K ﹤0.01%
+22
347
$3K ﹤0.01%
+250
348
$3K ﹤0.01%
+29
349
$3K ﹤0.01%
+32
350
$3K ﹤0.01%
+17
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