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
76
$81K 0.04%
283
77
$80K 0.04%
1,147
78
$79K 0.04%
8,240
79
$77K 0.04%
1,540
80
$76K 0.04%
451
81
$76K 0.04%
8,659
82
$75K 0.04%
667
83
$73K 0.04%
1,650
84
$72K 0.03%
706
-408
85
$70K 0.03%
426
86
$68K 0.03%
934
87
$66K 0.03%
207
-55
88
$66K 0.03%
+1,871
89
$64K 0.03%
+1,445
90
$64K 0.03%
1,165
-671
91
$64K 0.03%
258
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92
$62K 0.03%
545
93
$62K 0.03%
1,086
-768
94
$61K 0.03%
1,106
-25
95
$60K 0.03%
840
96
$60K 0.03%
700
97
$60K 0.03%
928
98
$58K 0.03%
2,153
99
$56K 0.03%
300
100
$53K 0.03%
400
2 3
4
5 6