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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
$262M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.25M
3
+$962K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$744K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$714K

Top Sells

1
+$1.94M
2
+$999K
3
+$643K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$568K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$392K

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
351
$1K ﹤0.01%
27
352
$1K ﹤0.01%
18
353
$1K ﹤0.01%
2
354
$1K ﹤0.01%
+20
355
$1K ﹤0.01%
15
356
$1K ﹤0.01%
19
357
$1K ﹤0.01%
300
358
$1K ﹤0.01%
6
359
$1K ﹤0.01%
6
360
$1K ﹤0.01%
+3
361
$1K ﹤0.01%
100
362
$1K ﹤0.01%
66
363
$1K ﹤0.01%
+6
364
$1K ﹤0.01%
18
365
– –
0
366
$1K ﹤0.01%
10
367
$1K ﹤0.01%
+35
368
$1K ﹤0.01%
50
369
$1K ﹤0.01%
+7
370
– –
0
371
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372
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373
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-15
374
– –
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375
– –
-69
12 13 14
15
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