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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
$150M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$8.36M
3
+$5.5M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$5.25M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.94M

Top Sells

1
+$1.39M
2
+$1.18M
3
+$1.08M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$988K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$877K

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%
+50
402
$1K ﹤0.01%
4
403
$1K ﹤0.01%
10
404
$1K ﹤0.01%
18
405
$1K ﹤0.01%
7
406
$1K ﹤0.01%
2
407
$1K ﹤0.01%
7
408
$1K ﹤0.01%
2
409
$1K ﹤0.01%
8
410
$1K ﹤0.01%
4
411
$1K ﹤0.01%
15
412
$1K ﹤0.01%
28
413
$1K ﹤0.01%
19
414
$1K ﹤0.01%
+35
415
$1K ﹤0.01%
14
416
$1K ﹤0.01%
27
417
$1K ﹤0.01%
11
418
– –
-900
419
– –
-24
420
– –
-159
421
– –
-2,981
422
– –
-215
423
– –
-4,202
424
– –
-1,011
425
– –
-1,766
15 16
17
18 19