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
201
$12K 0.01%
264
202
$12K 0.01%
60
203
$12K 0.01%
120
204
$11K 0.01%
192
+12
205
$11K 0.01%
63
206
$11K 0.01%
140
207
$11K 0.01%
157
+2
208
$11K 0.01%
387
+287
209
$11K 0.01%
40
210
$11K 0.01%
770
-1
211
$11K 0.01%
286
212
$11K 0.01%
417
213
$11K 0.01%
198
214
$11K 0.01%
326
215
$11K 0.01%
425
216
$11K 0.01%
200
217
$11K 0.01%
771
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