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
101
$40K 0.03%
248
-100
102
$40K 0.03%
1,281
103
$40K 0.03%
468
-102
104
$39K 0.03%
1,442
-826
105
$39K 0.03%
2,956
-1,125
106
$37K 0.02%
+840
107
$37K 0.02%
+700
108
$37K 0.02%
1,204
109
$37K 0.02%
690
110
$36K 0.02%
870
111
$35K 0.02%
152
112
$35K 0.02%
983
113
$35K 0.02%
+13,585
114
$34K 0.02%
+1,007
115
$34K 0.02%
845
+200
116
$34K 0.02%
126
-291
117
$33K 0.02%
1,528
+202
118
$33K 0.02%
170
+20
119
$32K 0.02%
422
+2
120
$32K 0.02%
195
121
$31K 0.02%
201
122
$30K 0.02%
+744
123
$29K 0.02%
305
124
$29K 0.02%
151
+36
125
$29K 0.02%
650
3 4
5
6 7