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
51
$178K 0.09%
576
+29
52
$171K 0.08%
2,542
+610
53
$170K 0.08%
3,512
54
$164K 0.08%
3,327
-53
55
$160K 0.08%
1,819
56
$160K 0.08%
2,400
-174
57
$153K 0.07%
2,754
-146
58
$152K 0.07%
1,100
59
$151K 0.07%
5,860
-3,200
60
$151K 0.07%
+5,976
61
$150K 0.07%
1,115
+230
62
$129K 0.06%
1,459
63
$129K 0.06%
5,608
+7
64
$123K 0.06%
538
65
$114K 0.06%
1,300
66
$100K 0.05%
831
67
$99K 0.05%
852
-485
68
$98K 0.05%
4,016
-218
69
$98K 0.05%
2,057
-3,961
70
$95K 0.05%
1,036
71
$92K 0.04%
973
-18
72
$91K 0.04%
7,296
73
$90K 0.04%
+6,971
74
$88K 0.04%
625
-8
75
$84K 0.04%
2,400
1 2
3
4 5