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
401
$1K ﹤0.01%
7
402
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13
403
$1K ﹤0.01%
39
404
$1K ﹤0.01%
60
405
$1K ﹤0.01%
66
406
$1K ﹤0.01%
15
407
$1K ﹤0.01%
14
408
$1K ﹤0.01%
27
409
$1K ﹤0.01%
11
410
$1K ﹤0.01%
5
411
– –
0
412
$1K ﹤0.01%
21
413
$1K ﹤0.01%
10
414
$1K ﹤0.01%
120
415
$1K ﹤0.01%
+50
416
$1K ﹤0.01%
4
417
$1K ﹤0.01%
10
418
– –
-118
419
– –
-900
420
– –
-24
421
– –
-159
422
– –
-2,981
423
– –
-215
424
– –
-4,202
425
– –
-1,011
15 16
17
18 19