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
26
$1.15M 0.56%
25,127
+10,758
27
$1.11M 0.54%
52,249
+23,341
28
$1.1M 0.53%
20,425
-2,511
29
$1.06M 0.51%
10,935
+2,381
30
$878K 0.43%
25,085
-885
31
$857K 0.42%
9,596
32
$718K 0.35%
16,492
-13,604
33
$649K 0.31%
13,620
-6,025
34
$601K 0.29%
10,803
+110
35
$482K 0.23%
15,868
+924
36
$417K 0.2%
4,572
-140
37
$404K 0.2%
2,100
38
$366K 0.18%
12,082
+3,453
39
$357K 0.17%
5,214
-23,447
40
$351K 0.17%
+10,055
41
$323K 0.16%
2,407
42
$320K 0.16%
8,970
-4,320
43
$280K 0.14%
4,697
-3,059
44
$249K 0.12%
1,708
-1,077
45
$208K 0.1%
1,446
+80
46
$205K 0.1%
1,548
47
$203K 0.1%
6,462
-22,001
48
$199K 0.1%
11,868
-3,933
49
$192K 0.09%
+3,157
50
$185K 0.09%
2,503
-23
1
2
3 4 5