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
126
$37K 0.02%
+200
127
$37K 0.02%
+195
128
$36K 0.02%
+476
129
$36K 0.02%
+305
130
$36K 0.02%
+645
131
$36K 0.02%
+650
132
$35K 0.02%
+3,501
133
$35K 0.02%
+2,686
134
$35K 0.02%
+1,204
135
$35K 0.02%
+2,024
136
$34K 0.02%
+404
137
$34K 0.02%
+464
138
$33K 0.02%
+590
139
$32K 0.02%
+1,086
140
$32K 0.02%
+150
141
$32K 0.02%
+316
142
$31K 0.02%
+1,011
143
$31K 0.02%
+320
144
$31K 0.02%
+235
145
$30K 0.02%
+451
146
$30K 0.02%
+211
147
$30K 0.02%
+929
148
$29K 0.02%
+166
149
$29K 0.02%
+311
150
$28K 0.02%
+369
4 5
6
7 8