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
76
$83K 0.03%
1,552
+33
77
$83K 0.03%
1,422
+316
78
$83K 0.03%
207
79
$83K 0.03%
545
80
$82K 0.03%
552
-158
81
$82K 0.03%
1,165
82
$81K 0.03%
3,020
-1,200
83
$80K 0.03%
497
84
$80K 0.03%
426
85
$78K 0.03%
1,871
86
$76K 0.03%
1,445
87
$73K 0.03%
284
88
$73K 0.03%
2,219
89
$69K 0.03%
482
-200
90
$69K 0.03%
1,173
91
$69K 0.03%
188
-19
92
$68K 0.03%
300
93
$67K 0.03%
1,745
94
$67K 0.03%
797
-210
95
$67K 0.03%
928
96
$67K 0.03%
284
+85
97
$66K 0.03%
2,087
-3,962
98
$64K 0.02%
527
-206
99
$63K 0.02%
418
100
$63K 0.02%
+390
2 3
4
5 6