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
51
$161K 0.11%
1,819
52
$157K 0.1%
1,366
+518
53
$152K 0.1%
1,337
54
$147K 0.1%
2,574
-369
55
$141K 0.09%
2,900
+146
56
$141K 0.09%
547
-232
57
$139K 0.09%
3,380
-13,091
58
$125K 0.08%
1,459
-64
59
$124K 0.08%
5,601
+7
60
$110K 0.07%
885
+420
61
$108K 0.07%
1,100
+160
62
$107K 0.07%
1,932
+328
63
$100K 0.07%
1,740
+250
64
$94K 0.06%
1,114
-1,064
65
$92K 0.06%
831
66
$90K 0.06%
991
-160
67
$90K 0.06%
538
+79
68
$89K 0.06%
4,234
+1,173
69
$89K 0.06%
2,400
70
$88K 0.06%
22,315
-1,200
71
$87K 0.06%
1,836
+290
72
$86K 0.06%
1,854
-8,259
73
$84K 0.06%
633
74
$83K 0.06%
1,036
75
$76K 0.05%
1,300
+1,065
1 2
3
4 5