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
151
$28K 0.02%
+420
152
$28K 0.02%
+358
153
$27K 0.02%
+299
154
$27K 0.02%
+651
155
$27K 0.02%
+283
156
$26K 0.02%
+115
157
$26K 0.02%
+665
158
$26K 0.02%
+290
159
$26K 0.02%
+225
160
$25K 0.02%
+228
161
$24K 0.02%
+2,527
162
$24K 0.02%
+158
163
$23K 0.02%
+368
164
$23K 0.02%
+702
165
$23K 0.02%
+435
166
$23K 0.02%
+238
167
$23K 0.02%
+1,207
168
$22K 0.01%
+335
169
$22K 0.01%
+235
170
$22K 0.01%
+191
171
$22K 0.01%
+215
172
$21K 0.01%
+485
173
$21K 0.01%
+84
174
$21K 0.01%
+719
175
$21K 0.01%
+200
5 6
7
8 9