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
$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
126
$29K 0.02%
200
127
$28K 0.02%
2,829
-11,011
128
$28K 0.02%
311
129
$27K 0.02%
339
+139
130
$27K 0.02%
211
131
$27K 0.02%
2,024
132
$26K 0.02%
316
133
$24K 0.02%
104
-54
134
$23K 0.02%
166
135
$23K 0.02%
368
-108
136
$23K 0.02%
380
+220
137
$23K 0.02%
3,501
138
$23K 0.02%
1,199
139
$23K 0.02%
478
-268
140
$23K 0.02%
301
+2
141
$22K 0.01%
+640
142
$22K 0.01%
412
143
$22K 0.01%
166
+59
144
$22K 0.01%
358
145
$22K 0.01%
365
-373
146
$21K 0.01%
+304
147
$21K 0.01%
225
148
$20K 0.01%
261
+33
149
$20K 0.01%
400
-64
150
$20K 0.01%
368
4 5
6
7 8