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
176
$16K 0.01%
1,000
177
$16K 0.01%
84
178
$16K 0.01%
586
179
$16K 0.01%
121
180
$15K 0.01%
190
181
$15K 0.01%
87
182
$15K 0.01%
108
183
$15K 0.01%
823
184
$15K 0.01%
263
185
$14K 0.01%
75
+5
186
$14K 0.01%
63
187
$14K 0.01%
250
188
$14K 0.01%
46
189
$13K 0.01%
1,736
-20,579
190
$13K 0.01%
310
191
$13K 0.01%
200
192
$13K 0.01%
+244
193
$13K 0.01%
373
-472
194
$13K 0.01%
100
195
$13K 0.01%
272
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196
$13K 0.01%
200
197
$13K 0.01%
150
-50
198
$12K 0.01%
166
199
$12K 0.01%
83
200
$12K 0.01%
79
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