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
351
$3K ﹤0.01%
+9
352
$3K ﹤0.01%
+50
353
$3K ﹤0.01%
+42
354
$2K ﹤0.01%
+17
355
$2K ﹤0.01%
+17
356
$2K ﹤0.01%
+2
357
$2K ﹤0.01%
+7
358
$2K ﹤0.01%
+8
359
$2K ﹤0.01%
+17
360
$2K ﹤0.01%
+16
361
$2K ﹤0.01%
+17
362
$2K ﹤0.01%
+8
363
$2K ﹤0.01%
+48
364
$2K ﹤0.01%
+61
365
$2K ﹤0.01%
+24
366
$2K ﹤0.01%
+36
367
$2K ﹤0.01%
+14
368
$2K ﹤0.01%
+7
369
$2K ﹤0.01%
+18
370
$2K ﹤0.01%
+15
371
$2K ﹤0.01%
+11
372
$2K ﹤0.01%
+40
373
$2K ﹤0.01%
+28
374
$2K ﹤0.01%
+23
375
$2K ﹤0.01%
+8
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