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
376
$2K ﹤0.01%
+34
377
$2K ﹤0.01%
+91
378
$2K ﹤0.01%
+9
379
$2K ﹤0.01%
+8
380
$2K ﹤0.01%
+14
381
$2K ﹤0.01%
+7
382
$2K ﹤0.01%
+300
383
$2K ﹤0.01%
+20
384
$2K ﹤0.01%
+35
385
$2K ﹤0.01%
+6
386
$2K ﹤0.01%
+22
387
$2K ﹤0.01%
+12
388
$2K ﹤0.01%
+13
389
$2K ﹤0.01%
+17
390
$2K ﹤0.01%
+14
391
$2K ﹤0.01%
+60
392
$2K ﹤0.01%
+6
393
$2K ﹤0.01%
+5
394
$2K ﹤0.01%
+15
395
$2K ﹤0.01%
+11
396
$2K ﹤0.01%
+13
397
$2K ﹤0.01%
+5
398
$2K ﹤0.01%
+300
399
$2K ﹤0.01%
+24
400
$2K ﹤0.01%
+55
14 15
16
17 18