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
201
$17K 0.01%
1,252
202
$16K 0.01%
252
203
$16K 0.01%
925
+659
204
$16K 0.01%
200
205
$16K 0.01%
50
206
$16K 0.01%
500
207
$16K 0.01%
120
208
$16K 0.01%
40
209
$15K 0.01%
+1,574
210
$15K 0.01%
150
211
$15K 0.01%
340
212
$15K 0.01%
414
213
$15K 0.01%
+295
214
$15K 0.01%
60
215
$15K 0.01%
+588
216
$15K 0.01%
775
217
$15K 0.01%
263
218
$15K 0.01%
420
219
$14K 0.01%
110
220
$14K 0.01%
83
221
$14K 0.01%
359
222
$14K 0.01%
200
223
$14K 0.01%
250
224
$13K 0.01%
+215
225
$13K 0.01%
144
+11
7 8
9
10 11