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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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.9M
3
+$10.6M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.3M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$9.99M

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
376
$2K ﹤0.01%
+34
377
$2K ﹤0.01%
+91
378
$2K ﹤0.01%
+13
379
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+17
380
$2K ﹤0.01%
+14
381
$2K ﹤0.01%
+60
382
$2K ﹤0.01%
+6
383
$2K ﹤0.01%
+5
384
$2K ﹤0.01%
+15
385
$2K ﹤0.01%
+11
386
$2K ﹤0.01%
+13
387
$2K ﹤0.01%
+5
388
$2K ﹤0.01%
+300
389
$2K ﹤0.01%
+9
390
$2K ﹤0.01%
+8
391
$2K ﹤0.01%
+14
392
$2K ﹤0.01%
+7
393
$2K ﹤0.01%
+300
394
$2K ﹤0.01%
+20
395
$2K ﹤0.01%
+35
396
$2K ﹤0.01%
+6
397
$2K ﹤0.01%
+24
398
$2K ﹤0.01%
+55
399
$2K ﹤0.01%
+7
400
$2K ﹤0.01%
+22
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