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
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%
75
259
$8K ﹤0.01%
51
260
$8K ﹤0.01%
300
261
$8K ﹤0.01%
160
262
$8K ﹤0.01%
800
263
$8K ﹤0.01%
92
264
$8K ﹤0.01%
50
265
$8K ﹤0.01%
+50
266
$8K ﹤0.01%
30
267
$8K ﹤0.01%
160
268
$8K ﹤0.01%
150
269
$8K ﹤0.01%
37
270
$8K ﹤0.01%
364
271
$8K ﹤0.01%
230
+2
272
$7K ﹤0.01%
150
273
$7K ﹤0.01%
20
274
$7K ﹤0.01%
887
275
$7K ﹤0.01%
48
9 10
11
12 13