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
$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
376
$1K ﹤0.01%
7
377
$1K ﹤0.01%
4
378
$1K ﹤0.01%
15
379
$1K ﹤0.01%
28
380
$1K ﹤0.01%
19
381
$1K ﹤0.01%
+35
382
$1K ﹤0.01%
23
383
$1K ﹤0.01%
21
-39
384
$1K ﹤0.01%
8
385
$1K ﹤0.01%
4
386
$1K ﹤0.01%
34
387
$1K ﹤0.01%
91
388
$1K ﹤0.01%
19
389
$1K ﹤0.01%
8
390
$1K ﹤0.01%
14
391
$1K ﹤0.01%
11
392
$1K ﹤0.01%
+10
393
$1K ﹤0.01%
21
394
$1K ﹤0.01%
300
395
$1K ﹤0.01%
6
396
$1K ﹤0.01%
22
397
$1K ﹤0.01%
35
398
$1K ﹤0.01%
6
399
$1K ﹤0.01%
36
400
$1K ﹤0.01%
100
14 15
16
17 18