IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
51
$208K 0.08%
1,340
-220
52
$194K 0.07%
2,754
53
$186K 0.07%
1,978
-90
54
$181K 0.07%
2,452
55
$174K 0.07%
588
+5
56
$167K 0.06%
2,032
-170
57
$166K 0.06%
1,258
-42
58
$154K 0.06%
3,220
59
$151K 0.06%
1,440
+90
60
$145K 0.06%
2,780
-3,145
61
$141K 0.05%
6,138
+598
62
$140K 0.05%
1,205
-62
63
$136K 0.05%
341
-430
64
$133K 0.05%
870
-90
65
$130K 0.05%
4,281
66
$130K 0.05%
953
67
$121K 0.05%
495
68
$117K 0.04%
7,296
69
$114K 0.04%
667
70
$108K 0.04%
914
71
$107K 0.04%
8,000
72
$101K 0.04%
612
73
$97K 0.04%
5,000
-3,659
74
$85K 0.03%
934
75
$84K 0.03%
375
+135
1 2
3
4 5