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

Top Buys

1
+$5.78M
2
+$3.7M
3
+$3.52M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.17M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.88M

Top Sells

1
+$3.15M
2
+$1.95M
3
+$1.48M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$682K
5
USRT icon
iShares Core US REIT ETF
USRT
+$571K

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%
22
402
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6
403
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36
404
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100
405
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7
406
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5
-8
407
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39
408
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60
409
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66
410
$1K ﹤0.01%
14
411
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27
412
$1K ﹤0.01%
11
413
$1K ﹤0.01%
+18
414
– –
0
415
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21
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10
417
$1K ﹤0.01%
50
418
$1K ﹤0.01%
4
419
$1K ﹤0.01%
+17
420
$1K ﹤0.01%
300
421
– –
-8
422
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-5
423
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-16
424
– –
-12
425
– –
-1,310
15 16
17
18 19