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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
$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%
+27
377
$2K ﹤0.01%
58
378
$2K ﹤0.01%
22
379
$1K ﹤0.01%
2
380
$1K ﹤0.01%
7
381
$1K ﹤0.01%
+40
382
$1K ﹤0.01%
4
-106
383
$1K ﹤0.01%
48
384
$1K ﹤0.01%
15
385
$1K ﹤0.01%
+11
386
$1K ﹤0.01%
9
387
$1K ﹤0.01%
7
388
$1K ﹤0.01%
4
389
$1K ﹤0.01%
15
390
$1K ﹤0.01%
19
391
$1K ﹤0.01%
35
392
$1K ﹤0.01%
23
393
$1K ﹤0.01%
21
394
$1K ﹤0.01%
3
-687
395
$1K ﹤0.01%
19
396
$1K ﹤0.01%
7
397
$1K ﹤0.01%
5
-8
398
$1K ﹤0.01%
39
399
$1K ﹤0.01%
60
400
$1K ﹤0.01%
66
14 15
16
17 18