IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
+$1.99M
2
+$991K
3
+$829K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$405K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$398K

Top Sells

1
+$1.86M
2
+$1.14M
3
+$614K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$564K
5
CVX icon
Chevron
CVX
+$492K

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%
+100
227
$11K ﹤0.01%
250
228
$11K ﹤0.01%
200
229
$11K ﹤0.01%
765
230
$11K ﹤0.01%
110
231
$11K ﹤0.01%
159
+1
232
$11K ﹤0.01%
286
233
$11K ﹤0.01%
200
234
$11K ﹤0.01%
70
235
$11K ﹤0.01%
50
236
$11K ﹤0.01%
126
237
$10K ﹤0.01%
300
238
$10K ﹤0.01%
56
239
$10K ﹤0.01%
72
240
$10K ﹤0.01%
222
241
$10K ﹤0.01%
290
242
$10K ﹤0.01%
154
243
$10K ﹤0.01%
+500
244
$10K ﹤0.01%
193
245
$10K ﹤0.01%
100
246
$10K ﹤0.01%
200
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
11 12