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
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$16.3M
3
+$11M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.8M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.95%
2 Healthcare 0.55%
3 Technology 0.55%
4 Communication Services 0.48%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.67%
+33,342
27
$970K 0.63%
+19,424
28
$729K 0.48%
+11,173
29
$719K 0.47%
+17,465
30
$703K 0.46%
+5,597
31
$653K 0.43%
+10,113
32
$574K 0.37%
+3,464
33
$474K 0.31%
+10,742
34
$427K 0.28%
+11,826
35
$334K 0.22%
+1,896
36
$329K 0.21%
+4,480
37
$310K 0.2%
+23,515
38
$266K 0.17%
+13,233
39
$260K 0.17%
+6,517
40
$258K 0.17%
+9,940
41
$254K 0.17%
+3,485
42
$253K 0.17%
+2,178
43
$251K 0.16%
+779
44
$231K 0.15%
+2,943
45
$220K 0.14%
+2,526
46
$212K 0.14%
+1,548
47
$177K 0.12%
+13,840
48
$168K 0.11%
+1,819
49
$166K 0.11%
+5,594
50
$165K 0.11%
+3,647
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