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
176
$22K 0.01%
235
+2
177
$21K 0.01%
108
178
$21K 0.01%
+114
179
$21K 0.01%
823
180
$21K 0.01%
586
181
$21K 0.01%
+529
182
$20K 0.01%
75
183
$20K 0.01%
764
184
$20K 0.01%
178
185
$19K 0.01%
190
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$19K 0.01%
53
187
$19K 0.01%
387
188
$19K 0.01%
200
189
$19K 0.01%
180
-100
190
$19K 0.01%
176
191
$19K 0.01%
45
192
$18K 0.01%
1,000
193
$18K 0.01%
83
194
$18K 0.01%
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195
$18K 0.01%
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196
$18K 0.01%
150
197
$17K 0.01%
71
198
$17K 0.01%
310
199
$17K 0.01%
160
200
$17K 0.01%
244
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