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
176
$20K 0.01%
+1,000
177
$20K 0.01%
+222
178
$20K 0.01%
+107
179
$20K 0.01%
+200
180
$19K 0.01%
+71
181
$19K 0.01%
+200
182
$19K 0.01%
+382
183
$19K 0.01%
+771
184
$19K 0.01%
+142
185
$19K 0.01%
+154
186
$19K 0.01%
+85
187
$18K 0.01%
+87
188
$17K 0.01%
+71
189
$17K 0.01%
+50
190
$17K 0.01%
+83
191
$17K 0.01%
+253
192
$17K 0.01%
+529
193
$17K 0.01%
+533
194
$16K 0.01%
+200
195
$16K 0.01%
+425
196
$16K 0.01%
+371
197
$16K 0.01%
+45
198
$16K 0.01%
+350
199
$15K 0.01%
+1,000
200
$15K 0.01%
+250
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