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
201
$10K 0.01%
280
-19,144
202
$10K 0.01%
200
203
$10K 0.01%
771
204
$10K 0.01%
100
205
$10K 0.01%
640
-310
206
$10K 0.01%
700
207
$10K 0.01%
108
208
$10K 0.01%
326
209
$10K 0.01%
60
210
$10K 0.01%
200
211
$10K 0.01%
153
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212
$9K 0.01%
231
213
$9K 0.01%
140
214
$9K 0.01%
68
-221
215
$9K 0.01%
417
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216
$9K 0.01%
340
+95
217
$9K 0.01%
175
218
$9K 0.01%
160
219
$9K 0.01%
228
+22
220
$9K 0.01%
264
221
$9K 0.01%
72
222
$9K 0.01%
240
223
$9K 0.01%
250
224
$9K 0.01%
771
225
$8K 0.01%
100
7 8
9
10 11