IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
+$24.3M
2
+$15.9M
3
+$10.6M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.3M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$9.99M

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%
+369
153
$27K 0.02%
+283
154
$27K 0.02%
+651
155
$27K 0.02%
+299
156
$26K 0.02%
+225
157
$26K 0.02%
+290
158
$26K 0.02%
+665
159
$26K 0.02%
+115
160
$25K 0.02%
+228
161
$24K 0.02%
+158
162
$24K 0.02%
+2,527
163
$23K 0.02%
+1,207
164
$23K 0.02%
+238
165
$23K 0.02%
+435
166
$23K 0.02%
+702
167
$23K 0.02%
+368
168
$22K 0.01%
+215
169
$22K 0.01%
+191
170
$22K 0.01%
+235
171
$22K 0.01%
+335
172
$21K 0.01%
+200
173
$21K 0.01%
+719
174
$21K 0.01%
+84
175
$21K 0.01%
+485
5 6
7
8 9