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
101
$52K 0.03%
1,028
102
$51K 0.02%
284
+9
103
$51K 0.02%
248
104
$48K 0.02%
1,007
105
$48K 0.02%
1,742
-686
106
$48K 0.02%
226
+25
107
$45K 0.02%
418
-50
108
$45K 0.02%
13,585
109
$45K 0.02%
997
-97
110
$43K 0.02%
+117
111
$42K 0.02%
184
112
$41K 0.02%
1,204
113
$41K 0.02%
995
+12
114
$41K 0.02%
126
115
$40K 0.02%
405
+100
116
$39K 0.02%
1,281
117
$38K 0.02%
151
118
$38K 0.02%
195
119
$38K 0.02%
957
-7,008
120
$37K 0.02%
560
-1,180
121
$36K 0.02%
842
-28
122
$36K 0.02%
152
123
$34K 0.02%
200
124
$34K 0.02%
744
125
$34K 0.02%
1,326
-202
3 4
5
6 7