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
1
$23.8M 11.55%
76,975
-750
2
$23.4M 11.35%
847,432
+134,328
3
$18.2M 8.82%
502,027
+107,728
4
$14.7M 7.15%
390,293
+161,633
5
$14.7M 7.13%
234,843
+48,643
6
$10.2M 4.95%
414,752
+73,827
7
$10M 4.85%
376,411
+101,489
8
$9.28M 4.5%
199,904
+70,356
9
$8.6M 4.17%
303,526
+68,429
10
$8.43M 4.09%
71,974
+3,008
11
$7.28M 3.53%
61,550
-16,617
12
$5.39M 2.61%
41,170
+16,614
13
$4.23M 2.05%
135,298
+85,297
14
$3.04M 1.47%
63,798
+9,714
15
$2.78M 1.35%
65,207
+5,968
16
$2.64M 1.28%
58,705
+3,198
17
$2.59M 1.25%
33,876
+8,213
18
$2.42M 1.17%
91,136
+60,307
19
$2.4M 1.17%
+42,093
20
$2.29M 1.11%
+91,902
21
$2.04M 0.99%
70,239
-12,584
22
$1.98M 0.96%
12,656
+62
23
$1.67M 0.81%
55,181
+19,290
24
$1.63M 0.79%
92,712
-193,128
25
$1.17M 0.56%
21,646
+5,563
1
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