IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
201
$15K 0.01%
+275
202
$15K 0.01%
+150
203
$15K 0.01%
+250
204
$15K 0.01%
+409
205
$15K 0.01%
+248
206
$15K 0.01%
+198
207
$15K 0.01%
+200
208
$15K 0.01%
+599
209
$15K 0.01%
+250
210
$14K 0.01%
+63
211
$14K 0.01%
+130
212
$14K 0.01%
+408
213
$14K 0.01%
+184
214
$14K 0.01%
+302
215
$14K 0.01%
+234
216
$14K 0.01%
+118
217
$14K 0.01%
+310
218
$14K 0.01%
+166
219
$14K 0.01%
+83
220
$13K 0.01%
+506
221
$13K 0.01%
+700
222
$13K 0.01%
+200
223
$13K 0.01%
+108
224
$13K 0.01%
+59
225
$13K 0.01%
+200
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