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
76
$75K 0.05%
7,296
77
$73K 0.05%
1,540
-486
78
$69K 0.05%
+2,300
79
$68K 0.05%
283
-274
80
$67K 0.04%
451
-409
81
$66K 0.04%
262
82
$66K 0.04%
1,147
-2,338
83
$66K 0.04%
8,659
84
$63K 0.04%
667
85
$61K 0.04%
928
-115
86
$61K 0.04%
1,131
-32
87
$60K 0.04%
426
88
$56K 0.04%
2,153
89
$55K 0.04%
545
90
$55K 0.04%
8,240
91
$54K 0.04%
934
92
$53K 0.04%
2,428
+432
93
$51K 0.03%
275
-100
94
$51K 0.03%
943
-300
95
$51K 0.03%
1,028
-51
96
$50K 0.03%
300
97
$49K 0.03%
1,310
98
$46K 0.03%
1,650
-1,000
99
$42K 0.03%
1,094
+240
100
$41K 0.03%
400
2 3
4
5 6