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
126
$33K 0.02%
424
+2
127
$31K 0.02%
339
128
$31K 0.02%
2,829
129
$31K 0.02%
316
130
$31K 0.02%
+525
131
$29K 0.01%
292
-9
132
$29K 0.01%
1,199
133
$29K 0.01%
+352
134
$29K 0.01%
358
135
$28K 0.01%
104
136
$28K 0.01%
198
-13
137
$28K 0.01%
166
138
$27K 0.01%
3,777
+101
139
$27K 0.01%
380
140
$26K 0.01%
3,501
141
$26K 0.01%
412
142
$26K 0.01%
264
143
$25K 0.01%
166
144
$25K 0.01%
+409
145
$25K 0.01%
640
146
$25K 0.01%
365
147
$25K 0.01%
1,456
-1,500
148
$24K 0.01%
225
149
$23K 0.01%
368
150
$23K 0.01%
838
-604
4 5
6
7 8