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
$150M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$7.51M
2
+$6.99M
3
+$4.6M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$4.34M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.32M

Top Sells

1
+$1.13M
2
+$848K
3
+$829K
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$825K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$771K

Sector Composition

1 Technology 0.69%
2 Energy 0.55%
3 Healthcare 0.48%
4 Consumer Staples 0.39%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
17
352
$2K ﹤0.01%
8
353
$2K ﹤0.01%
16
-150
354
$2K ﹤0.01%
+100
355
$2K ﹤0.01%
110
356
$2K ﹤0.01%
6
357
$2K ﹤0.01%
29
358
$2K ﹤0.01%
5
359
$2K ﹤0.01%
24
360
$2K ﹤0.01%
55
361
$2K ﹤0.01%
15
-70
362
$1K ﹤0.01%
2
363
$1K ﹤0.01%
8
364
$1K ﹤0.01%
16
365
$1K ﹤0.01%
48
366
$1K ﹤0.01%
19
367
$1K ﹤0.01%
+35
368
$1K ﹤0.01%
4
369
$1K ﹤0.01%
34
370
$1K ﹤0.01%
91
371
$1K ﹤0.01%
8
372
$1K ﹤0.01%
14
373
$1K ﹤0.01%
11
374
$1K ﹤0.01%
+10
375
$1K ﹤0.01%
12
13 14
15
16 17