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
151
$23K 0.01%
158
152
$23K 0.01%
+840
153
$22K 0.01%
352
+2
154
$22K 0.01%
198
+5
155
$22K 0.01%
263
+2
156
$22K 0.01%
361
-582
157
$22K 0.01%
264
-6,202
158
$22K 0.01%
3,593
+1,045
159
$22K 0.01%
304
160
$22K 0.01%
215
161
$22K 0.01%
+400
162
$21K 0.01%
3,803
163
$21K 0.01%
404
164
$20K 0.01%
335
165
$19K 0.01%
71
166
$19K 0.01%
375
+100
167
$18K 0.01%
191
168
$18K 0.01%
599
169
$18K 0.01%
45
170
$18K 0.01%
240
171
$18K 0.01%
1,207
172
$18K 0.01%
200
173
$17K 0.01%
1,000
174
$17K 0.01%
83
175
$16K 0.01%
155
5 6
7
8 9