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
151
$20K 0.01%
215
152
$19K 0.01%
335
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$19K 0.01%
158
154
$19K 0.01%
264
155
$19K 0.01%
193
-593
156
$18K 0.01%
191
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$18K 0.01%
1,207
158
$18K 0.01%
184
159
$17K 0.01%
+350
160
$17K 0.01%
3,676
+990
161
$17K 0.01%
200
162
$16K 0.01%
71
163
$16K 0.01%
3,803
164
$16K 0.01%
400
-190
165
$16K 0.01%
87
166
$16K 0.01%
382
167
$15K 0.01%
1,000
168
$15K 0.01%
404
169
$15K 0.01%
45
170
$14K 0.01%
586
-133
171
$14K 0.01%
+263
172
$14K 0.01%
200
173
$14K 0.01%
200
174
$13K 0.01%
63
175
$13K 0.01%
83
5 6
7
8 9