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
151
$31K 0.01%
329
+281
152
$30K 0.01%
404
153
$30K 0.01%
158
154
$30K 0.01%
225
155
$29K 0.01%
462
+255
156
$28K 0.01%
200
-200
157
$28K 0.01%
432
+3
158
$27K 0.01%
1,382
-553
159
$27K 0.01%
88
-39
160
$26K 0.01%
+1,038
161
$26K 0.01%
300
-65
162
$26K 0.01%
375
163
$25K 0.01%
373
164
$25K 0.01%
390
165
$24K 0.01%
3,033
+65
166
$24K 0.01%
417
167
$24K 0.01%
465
+7
168
$24K 0.01%
80
169
$24K 0.01%
662
+332
170
$23K 0.01%
191
171
$23K 0.01%
121
172
$23K 0.01%
400
173
$23K 0.01%
155
174
$22K 0.01%
+385
175
$22K 0.01%
335
5 6
7
8 9