IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
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
251
$9K ﹤0.01%
94
252
$9K ﹤0.01%
17
253
$9K ﹤0.01%
496
254
$9K ﹤0.01%
295
255
$9K ﹤0.01%
83
256
$9K ﹤0.01%
100
257
$9K ﹤0.01%
1,000
258
$8K ﹤0.01%
50
259
$8K ﹤0.01%
+50
260
$8K ﹤0.01%
30
261
$8K ﹤0.01%
160
262
$8K ﹤0.01%
150
263
$8K ﹤0.01%
37
264
$8K ﹤0.01%
364
265
$8K ﹤0.01%
230
+2
266
$8K ﹤0.01%
51
267
$8K ﹤0.01%
300
268
$8K ﹤0.01%
160
269
$8K ﹤0.01%
800
270
$8K ﹤0.01%
92
271
$8K ﹤0.01%
75
272
$7K ﹤0.01%
150
273
$7K ﹤0.01%
76
274
$7K ﹤0.01%
27
275
$7K ﹤0.01%
75
9 10
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