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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
+6.41%
1 Year Est. Return
+15.29%
3 Year Est. Return
+41.36%
5 Year Est. Return
+40.55%
10 Year Est. Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow
% of AUM
96.6%
Top 10 Holdings %
Top 10 Hldgs %
72.38%
Holding
434
New
431
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$24.3M |
| 2 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$15.9M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$10.6M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$10.3M |
| 5 |
WisdomTree US MidCap Dividend Fund
DON
|
+$9.99M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 0.95% |
| 2 | Healthcare | 0.55% |
| 3 | Technology | 0.55% |
| 4 | Communication Services | 0.48% |
| 5 | Industrials | 0.48% |
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IAG Wealth Partners's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for IAG Wealth Partners, which disclosed 434 positions worth $153M. Its ten largest holdings account for 72% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 78,392 shares worth $25.3M.
By sector, the portfolio is most concentrated in Energy at 0.95% of assets, followed by Healthcare and Technology.
- IAG Wealth Partners's largest Q4 2019 buy was iShares Core S&P 500 ETF: 78,392 shares worth $25.3M.
- IAG Wealth Partners's ten largest holdings make up 72% of its $153M portfolio in Q4 2019.
- IAG Wealth Partners disclosed 434 positions in Q4 2019, its first 13F filing on record.
Based on IAG Wealth Partners's 13F filing for Q4 2019, filed 11 Feb 2021.