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
$262M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.27M
3
+$970K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$745K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$733K

Top Sells

1
+$2M
2
+$999K
3
+$661K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$558K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$409K

Sector Composition

1 Technology 0.62%
2 Healthcare 0.42%
3 Industrials 0.29%
4 Consumer Staples 0.27%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.63%
8,010
+347
27
$1.44M 0.55%
11,228
+422
28
$1.38M 0.53%
26,349
+4,138
29
$1.33M 0.51%
17,674
-360
30
$1.11M 0.42%
22,604
+12,262
31
$1.01M 0.39%
14,008
+2,151
32
$945K 0.36%
14,669
+1,606
33
$751K 0.29%
14,665
-3,926
34
$692K 0.26%
5,660
+41
35
$514K 0.2%
13,510
-683
36
$462K 0.18%
12,697
+1,106
37
$419K 0.16%
1,720
-40
38
$318K 0.12%
1,436
-10
39
$305K 0.12%
2,807
-706
40
$287K 0.11%
3,583
-395
41
$286K 0.11%
2,033
-155
42
$260K 0.1%
1,996
43
$246K 0.09%
11,295
44
$234K 0.09%
5,921
+252
45
$222K 0.08%
+7,663
46
$216K 0.08%
1,520
47
$214K 0.08%
999
-254
48
$210K 0.08%
2,390
49
$210K 0.08%
3,024
-729
50
$210K 0.08%
3,026
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