IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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%
48
402
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15
403
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404
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7
405
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4
406
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15
407
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19
408
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35
409
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410
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21
411
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22
412
$1K ﹤0.01%
6
413
$1K ﹤0.01%
36
414
$1K ﹤0.01%
100
415
$1K ﹤0.01%
7
416
$1K ﹤0.01%
5
-8
417
$1K ﹤0.01%
39
418
$1K ﹤0.01%
60
419
$1K ﹤0.01%
66
420
$1K ﹤0.01%
27
421
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-8
422
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-5
423
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-16
424
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425
– –
-1,310
15 16
17
18 19