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
$206M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$3.7M
3
+$3.52M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.17M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.88M

Top Sells

1
+$3.15M
2
+$1.95M
3
+$1.48M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$682K
5
USRT icon
iShares Core US REIT ETF
USRT
+$571K

Sector Composition

1 Technology 0.62%
2 Energy 0.49%
3 Healthcare 0.42%
4 Consumer Staples 0.3%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
+200
377
$2K ﹤0.01%
42
378
$2K ﹤0.01%
55
379
$1K ﹤0.01%
18
380
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7
381
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2
382
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7
383
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+40
384
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4
-106
385
$1K ﹤0.01%
48
386
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15
387
$1K ﹤0.01%
+11
388
$1K ﹤0.01%
9
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7
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4
391
$1K ﹤0.01%
15
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$1K ﹤0.01%
19
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21
396
$1K ﹤0.01%
3
-687
397
$1K ﹤0.01%
19
398
$1K ﹤0.01%
8
399
$1K ﹤0.01%
14
400
$1K ﹤0.01%
21
14 15
16
17 18