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
276
$6K ﹤0.01%
160
277
$6K ﹤0.01%
30
278
$6K ﹤0.01%
41
279
$6K ﹤0.01%
48
-50
280
$5K ﹤0.01%
30
281
$5K ﹤0.01%
75
282
$5K ﹤0.01%
39
283
$5K ﹤0.01%
33
284
$5K ﹤0.01%
100
285
$5K ﹤0.01%
+150
286
$5K ﹤0.01%
800
287
$5K ﹤0.01%
+97
288
$4K ﹤0.01%
71
289
$4K ﹤0.01%
67
-125
290
$4K ﹤0.01%
100
-62
291
$4K ﹤0.01%
56
-305
292
$4K ﹤0.01%
+477
293
$4K ﹤0.01%
+250
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$4K ﹤0.01%
250
295
$4K ﹤0.01%
266
296
$4K ﹤0.01%
153
297
$4K ﹤0.01%
198
298
$4K ﹤0.01%
+10
299
$4K ﹤0.01%
48
300
$4K ﹤0.01%
245
10 11
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