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
$206M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$3.91M
3
+$3.71M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.27M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.05M

Top Sells

1
+$3.39M
2
+$1.96M
3
+$1.61M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$691K
5
USRT icon
iShares Core US REIT ETF
USRT
+$592K

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
401
$1K ﹤0.01%
300
402
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22
403
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404
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36
405
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100
406
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7
407
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5
-8
408
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409
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60
410
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66
411
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27
412
$1K ﹤0.01%
11
413
$1K ﹤0.01%
+9
414
– –
0
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21
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10
417
$1K ﹤0.01%
50
418
$1K ﹤0.01%
4
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+17
420
$1K ﹤0.01%
14
421
– –
-8
422
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-5
423
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-16
424
– –
-5
425
– –
-1,310
15 16
17
18 19