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
$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
176
$13K 0.01%
83
177
$13K 0.01%
250
178
$13K 0.01%
2,548
+21
179
$13K 0.01%
150
-85
180
$13K 0.01%
1,000
181
$13K 0.01%
84
182
$13K 0.01%
599
183
$13K 0.01%
371
184
$13K 0.01%
+442
185
$13K 0.01%
121
-21
186
$12K 0.01%
+190
187
$12K 0.01%
823
+300
188
$12K 0.01%
46
+37
189
$12K 0.01%
155
190
$12K 0.01%
148
-2
191
$11K 0.01%
70
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192
$11K 0.01%
310
193
$11K 0.01%
83
194
$11K 0.01%
79
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195
$11K 0.01%
198
196
$11K 0.01%
+275
197
$11K 0.01%
120
-34
198
$10K 0.01%
180
+55
199
$10K 0.01%
63
200
$10K 0.01%
155
-214
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8
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