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
101
$63K 0.02%
1,463
-27
102
$58K 0.02%
2,153
103
$57K 0.02%
227
+200
104
$55K 0.02%
170
105
$54K 0.02%
887
106
$54K 0.02%
117
107
$53K 0.02%
482
+2
108
$53K 0.02%
646
+480
109
$51K 0.02%
900
110
$51K 0.02%
1,002
111
$50K 0.02%
+200
112
$50K 0.02%
3,773
-30
113
$50K 0.02%
186
-40
114
$49K 0.02%
405
115
$49K 0.02%
1,199
-42
116
$49K 0.02%
+673
117
$48K 0.02%
355
+1
118
$48K 0.02%
518
-146
119
$48K 0.02%
13,585
120
$48K 0.02%
938
121
$47K 0.02%
203
-100
122
$46K 0.02%
560
123
$45K 0.02%
200
124
$42K 0.02%
264
125
$42K 0.02%
1,281
3 4
5
6 7