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
276
$7K ﹤0.01%
94
277
$7K ﹤0.01%
85
+50
278
$7K ﹤0.01%
149
279
$7K ﹤0.01%
39
280
$7K ﹤0.01%
33
281
$7K ﹤0.01%
+320
282
$7K ﹤0.01%
41
283
$7K ﹤0.01%
20
284
$7K ﹤0.01%
887
285
$7K ﹤0.01%
48
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
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