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
76
$85K 0.06%
+375
77
$85K 0.06%
+1,766
78
$83K 0.05%
+1,043
79
$83K 0.05%
+3,061
80
$81K 0.05%
+2,400
81
$79K 0.05%
+667
82
$79K 0.05%
+2,650
83
$78K 0.05%
+2,880
84
$77K 0.05%
+570
85
$75K 0.05%
+545
86
$72K 0.05%
+1,163
87
$69K 0.05%
+4,081
88
$69K 0.05%
+1,272
89
$65K 0.04%
+1,310
90
$64K 0.04%
+934
91
$63K 0.04%
+1,996
92
$60K 0.04%
+465
93
$60K 0.04%
+300
94
$60K 0.04%
+854
95
$59K 0.04%
+2,981
96
$59K 0.04%
+1,693
97
$58K 0.04%
+2,268
98
$57K 0.04%
+1,281
99
$57K 0.04%
+2,153
100
$56K 0.04%
+738
2 3
4
5 6