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
$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
126
$42K 0.02%
264
127
$40K 0.02%
339
128
$40K 0.02%
185
129
$39K 0.01%
842
130
$39K 0.01%
80
-3
131
$39K 0.01%
316
132
$38K 0.01%
104
133
$38K 0.01%
+1,709
134
$37K 0.01%
358
135
$37K 0.01%
+100
136
$37K 0.01%
310
137
$36K 0.01%
152
138
$36K 0.01%
525
139
$35K 0.01%
157
140
$34K 0.01%
244
+46
141
$34K 0.01%
1,456
142
$34K 0.01%
600
143
$33K 0.01%
271
144
$33K 0.01%
100
145
$33K 0.01%
640
146
$32K 0.01%
166
147
$32K 0.01%
351
148
$32K 0.01%
173
-8
149
$32K 0.01%
409
150
$32K 0.01%
2,593
-1,000
4 5
6
7 8