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
$217M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.48M
3
+$878K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$802K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$450K

Top Sells

1
+$3.66M
2
+$3.27M
3
+$788K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$383K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$357K

Sector Composition

1 Technology 0.66%
2 Healthcare 0.42%
3 Consumer Staples 0.31%
4 Energy 0.29%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K ﹤0.01%
72
227
$10K ﹤0.01%
20
228
$9K ﹤0.01%
511
229
$9K ﹤0.01%
238
230
$9K ﹤0.01%
300
231
$9K ﹤0.01%
70
232
$9K ﹤0.01%
56
233
$9K ﹤0.01%
250
234
$9K ﹤0.01%
154
235
$9K ﹤0.01%
+27
236
$9K ﹤0.01%
126
237
$9K ﹤0.01%
193
238
$9K ﹤0.01%
100
239
$9K ﹤0.01%
234
240
$9K ﹤0.01%
1,000
241
$9K ﹤0.01%
200
242
$9K ﹤0.01%
51
-12
243
$8K ﹤0.01%
50
244
$8K ﹤0.01%
+765
245
$8K ﹤0.01%
110
246
$8K ﹤0.01%
100
-20
247
$8K ﹤0.01%
94
248
$8K ﹤0.01%
+295
249
$8K ﹤0.01%
200
250
$8K ﹤0.01%
100
8 9
10
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