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
251
$8K ﹤0.01%
222
252
$8K ﹤0.01%
700
253
$7K ﹤0.01%
76
254
$7K ﹤0.01%
27
-10
255
$7K ﹤0.01%
1,000
256
$7K ﹤0.01%
160
257
$7K ﹤0.01%
94
258
$7K ﹤0.01%
+150
259
$7K ﹤0.01%
17
260
$7K ﹤0.01%
496
261
$7K ﹤0.01%
37
262
$7K ﹤0.01%
228
+3
263
$7K ﹤0.01%
83
264
$7K ﹤0.01%
300
-125
265
$7K ﹤0.01%
290
266
$7K ﹤0.01%
+887
267
$7K ﹤0.01%
382
268
$7K ﹤0.01%
92
269
$6K ﹤0.01%
+150
270
$6K ﹤0.01%
1,200
-536
271
$6K ﹤0.01%
20
272
$6K ﹤0.01%
364
273
$6K ﹤0.01%
149
-42
274
$6K ﹤0.01%
+75
275
$6K ﹤0.01%
51
+1
9 10
11
12 13