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
$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
276
$7K ﹤0.01%
33
277
$7K ﹤0.01%
+320
278
$7K ﹤0.01%
41
279
$7K ﹤0.01%
20
280
$7K ﹤0.01%
887
281
$7K ﹤0.01%
48
282
$7K ﹤0.01%
94
283
$7K ﹤0.01%
85
+50
284
$7K ﹤0.01%
149
285
$7K ﹤0.01%
39
286
$6K ﹤0.01%
71
287
$6K ﹤0.01%
67
288
$6K ﹤0.01%
1,000
289
$6K ﹤0.01%
138
+47
290
$6K ﹤0.01%
250
291
$6K ﹤0.01%
285
+40
292
$6K ﹤0.01%
150
-84
293
$6K ﹤0.01%
100
294
$5K ﹤0.01%
20
295
$5K ﹤0.01%
100
296
$5K ﹤0.01%
153
297
$5K ﹤0.01%
198
298
$5K ﹤0.01%
10
299
$5K ﹤0.01%
48
300
$5K ﹤0.01%
150
10 11
12
13 14