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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
$245M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$944K
3
+$778K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$400K
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$378K

Top Sells

1
+$1.76M
2
+$1.08M
3
+$612K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$529K
5
CVX icon
Chevron
CVX
+$468K

Sector Composition

1 Technology 0.68%
2 Healthcare 0.41%
3 Consumer Staples 0.3%
4 Consumer Discretionary 0.29%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K ﹤0.01%
110
-30
227
$11K ﹤0.01%
765
228
$11K ﹤0.01%
110
229
$11K ﹤0.01%
159
+1
230
$11K ﹤0.01%
286
231
$11K ﹤0.01%
200
232
$11K ﹤0.01%
50
233
$11K ﹤0.01%
126
234
$11K ﹤0.01%
200
235
$11K ﹤0.01%
70
236
$11K ﹤0.01%
250
237
$10K ﹤0.01%
300
238
$10K ﹤0.01%
56
239
$10K ﹤0.01%
72
240
$10K ﹤0.01%
222
241
$10K ﹤0.01%
+500
242
$10K ﹤0.01%
193
243
$10K ﹤0.01%
100
244
$10K ﹤0.01%
200
245
$10K ﹤0.01%
290
246
$10K ﹤0.01%
154
247
$9K ﹤0.01%
51
248
$9K ﹤0.01%
167
+106
249
$9K ﹤0.01%
870
-1,959
250
$9K ﹤0.01%
100
8 9
10
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