IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$3.91M
3
+$3.71M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.27M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.05M

Top Sells

1
+$3.39M
2
+$1.96M
3
+$1.61M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$691K
5
USRT icon
iShares Core US REIT ETF
USRT
+$592K

Sector Composition

1 Technology 0.62%
2 Energy 0.49%
3 Healthcare 0.42%
4 Consumer Staples 0.3%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
22
327
$3K ﹤0.01%
250
328
$3K ﹤0.01%
42
329
$3K ﹤0.01%
22
330
$3K ﹤0.01%
300
331
$3K ﹤0.01%
29
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$3K ﹤0.01%
145
+4
333
$2K ﹤0.01%
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334
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$2K ﹤0.01%
9
336
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11
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$2K ﹤0.01%
15
+5
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$2K ﹤0.01%
7
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$2K ﹤0.01%
250
340
$2K ﹤0.01%
+20
341
$2K ﹤0.01%
35
342
$2K ﹤0.01%
+27
343
$2K ﹤0.01%
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$2K ﹤0.01%
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$2K ﹤0.01%
22
-26
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$2K ﹤0.01%
7
347
$2K ﹤0.01%
17
348
$2K ﹤0.01%
5
349
$2K ﹤0.01%
5
350
$2K ﹤0.01%
+200
12 13
14
15 16