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

Top Buys

1
+$7.51M
2
+$6.99M
3
+$4.6M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$4.34M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.32M

Top Sells

1
+$1.13M
2
+$848K
3
+$829K
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$825K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$771K

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
26
$862K 0.58%
28,463
-4,879
27
$796K 0.53%
19,645
-1,630
28
$696K 0.46%
9,596
-315
29
$689K 0.46%
+16,083
30
$674K 0.45%
+30,829
31
$670K 0.45%
8,554
+8,186
32
$521K 0.35%
+28,908
33
$514K 0.34%
10,693
-8,324
34
$486K 0.32%
+14,369
35
$460K 0.31%
6,466
-7,016
36
$414K 0.28%
14,944
+3,118
37
$383K 0.26%
13,290
-4,175
38
$370K 0.25%
7,756
-3,417
39
$322K 0.21%
2,785
-679
40
$317K 0.21%
2,100
+204
41
$300K 0.2%
4,712
+232
42
$293K 0.2%
+2,407
43
$266K 0.18%
7,965
-2,777
44
$247K 0.16%
6,018
-15,674
45
$234K 0.16%
15,801
+2,568
46
$232K 0.15%
8,629
+5,990
47
$219K 0.15%
9,060
-880
48
$186K 0.12%
2,526
49
$186K 0.12%
1,548
50
$164K 0.11%
3,512
-135
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2
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