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
401
$2K ﹤0.01%
+4
402
$1K ﹤0.01%
+18
403
$1K ﹤0.01%
+7
404
$1K ﹤0.01%
+2
405
$1K ﹤0.01%
+7
406
$1K ﹤0.01%
+15
407
$1K ﹤0.01%
+5
408
$1K ﹤0.01%
+5
409
$1K ﹤0.01%
+9
410
$1K ﹤0.01%
+25
411
$1K ﹤0.01%
+4
412
$1K ﹤0.01%
+6
413
$1K ﹤0.01%
+36
414
$1K ﹤0.01%
+100
415
$1K ﹤0.01%
+7
416
$1K ﹤0.01%
+39
417
$1K ﹤0.01%
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418
$1K ﹤0.01%
+66
419
$1K ﹤0.01%
+14
420
$1K ﹤0.01%
+27
421
– –
0
422
$1K ﹤0.01%
+21
423
$1K ﹤0.01%
+10
424
$1K ﹤0.01%
+4
425
$1K ﹤0.01%
+10
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