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
51
$165K 0.11%
+557
52
$161K 0.11%
+1,151
53
$157K 0.1%
+417
54
$153K 0.1%
+1,337
55
$146K 0.1%
+2,754
56
$141K 0.09%
+848
57
$137K 0.09%
+8,659
58
$128K 0.08%
+1,523
59
$123K 0.08%
+860
60
$119K 0.08%
+2,026
61
$114K 0.07%
+786
62
$112K 0.07%
+1,036
63
$108K 0.07%
+1,604
64
$104K 0.07%
+831
65
$96K 0.06%
+1,546
66
$96K 0.06%
+1,490
67
$95K 0.06%
+459
68
$94K 0.06%
+7,296
69
$93K 0.06%
+633
70
$91K 0.06%
+4,598
71
$90K 0.06%
+2,639
72
$89K 0.06%
+262
73
$87K 0.06%
+940
74
$87K 0.06%
+4,202
75
$87K 0.06%
+1,243
1 2
3
4 5