IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
+$5.78M
2
+$3.7M
3
+$3.52M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$3.17M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.88M

Top Sells

1
+$3.15M
2
+$1.95M
3
+$1.48M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$682K
5
USRT icon
iShares Core US REIT ETF
USRT
+$571K

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
176
$16K 0.01%
121
177
$16K 0.01%
586
178
$16K 0.01%
84
179
$16K 0.01%
1,000
180
$15K 0.01%
263
181
$15K 0.01%
823
182
$15K 0.01%
108
183
$15K 0.01%
87
184
$15K 0.01%
190
185
$14K 0.01%
46
186
$14K 0.01%
250
187
$14K 0.01%
63
188
$14K 0.01%
75
+5
189
$13K 0.01%
100
190
$13K 0.01%
373
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191
$13K 0.01%
310
192
$13K 0.01%
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-20,579
193
$13K 0.01%
150
-50
194
$13K 0.01%
200
195
$13K 0.01%
272
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196
$13K 0.01%
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197
$13K 0.01%
200
198
$12K 0.01%
120
199
$12K 0.01%
60
200
$12K 0.01%
264
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8
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