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
101
$56K 0.04%
+426
102
$55K 0.04%
+348
103
$54K 0.04%
+1,079
104
$53K 0.03%
+640
105
$49K 0.03%
+950
106
$49K 0.03%
+8,240
107
$48K 0.03%
+158
108
$48K 0.03%
+746
109
$47K 0.03%
+3,803
110
$47K 0.03%
+983
111
$46K 0.03%
+1,256
112
$45K 0.03%
+1,199
113
$44K 0.03%
+400
114
$44K 0.03%
+777
115
$43K 0.03%
+289
116
$42K 0.03%
+1,134
117
$41K 0.03%
+870
118
$41K 0.03%
+152
119
$41K 0.03%
+201
120
$41K 0.03%
+368
121
$40K 0.03%
+264
122
$39K 0.03%
+900
123
$39K 0.03%
+412
124
$38K 0.02%
+690
125
$37K 0.02%
+1,326
3 4
5
6 7