IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
+$24.3M
2
+$15.9M
3
+$10.6M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.3M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$9.99M

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
126
$37K 0.02%
+200
127
$37K 0.02%
+1,326
128
$36K 0.02%
+650
129
$36K 0.02%
+645
130
$36K 0.02%
+305
131
$36K 0.02%
+476
132
$35K 0.02%
+2,686
133
$35K 0.02%
+2,024
134
$35K 0.02%
+1,204
135
$35K 0.02%
+3,501
136
$34K 0.02%
+464
137
$34K 0.02%
+404
138
$33K 0.02%
+590
139
$32K 0.02%
+316
140
$32K 0.02%
+150
141
$32K 0.02%
+1,086
142
$31K 0.02%
+235
143
$31K 0.02%
+320
144
$31K 0.02%
+1,011
145
$30K 0.02%
+929
146
$30K 0.02%
+211
147
$30K 0.02%
+451
148
$29K 0.02%
+311
149
$29K 0.02%
+166
150
$28K 0.02%
+358
4 5
6
7 8