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
201
$12K 0.01%
84
202
$12K 0.01%
83
203
$12K 0.01%
166
204
$11K 0.01%
771
205
$11K 0.01%
200
206
$11K 0.01%
425
207
$11K 0.01%
326
208
$11K 0.01%
198
209
$11K 0.01%
417
210
$11K 0.01%
286
211
$11K 0.01%
770
-1
212
$11K 0.01%
40
213
$11K 0.01%
387
+287
214
$11K 0.01%
157
+2
215
$11K 0.01%
140
216
$11K 0.01%
63
217
$11K 0.01%
192
+12
218
$10K ﹤0.01%
100
219
$10K ﹤0.01%
511
+5
220
$10K ﹤0.01%
+359
221
$10K ﹤0.01%
340
222
$10K ﹤0.01%
160
223
$10K ﹤0.01%
442
-198
224
$10K ﹤0.01%
300
225
$10K ﹤0.01%
+248
7 8
9
10 11