IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
+$9.11M
2
+$8.36M
3
+$5.5M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$5.25M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.94M

Top Sells

1
+$1.39M
2
+$1.18M
3
+$1.08M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$988K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$877K

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
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7
-52
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+35
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355
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14
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6
357
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5
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359
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360
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361
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15
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$1K ﹤0.01%
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7
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2
365
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7
366
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2
367
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8
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370
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371
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372
$1K ﹤0.01%
5
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12
374
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9
375
$1K ﹤0.01%
25
13 14
15
16 17