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
326
$4K ﹤0.01%
120
327
$4K ﹤0.01%
300
328
$4K ﹤0.01%
97
329
$3K ﹤0.01%
+60
330
$3K ﹤0.01%
+534
331
$3K ﹤0.01%
5
332
$3K ﹤0.01%
15
333
$3K ﹤0.01%
100
334
$3K ﹤0.01%
9
335
$3K ﹤0.01%
27
336
$3K ﹤0.01%
33
337
$3K ﹤0.01%
+500
338
$2K ﹤0.01%
53
339
$2K ﹤0.01%
28
340
$2K ﹤0.01%
35
341
$2K ﹤0.01%
20
342
$2K ﹤0.01%
+58
343
$2K ﹤0.01%
80
-205
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$2K ﹤0.01%
+115
345
$2K ﹤0.01%
50
346
$2K ﹤0.01%
8
347
$1K ﹤0.01%
18
348
$1K ﹤0.01%
2
349
$1K ﹤0.01%
+20
350
$1K ﹤0.01%
7
12 13
14
15 16