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
$217M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.48M
3
+$877K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$817K
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$464K

Top Sells

1
+$3.65M
2
+$3.24M
3
+$780K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$384K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$353K

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
301
$3K ﹤0.01%
91
302
$3K ﹤0.01%
61
303
$3K ﹤0.01%
11
-14
304
$3K ﹤0.01%
+49
305
$3K ﹤0.01%
+35
306
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+200
307
$3K ﹤0.01%
250
308
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9
309
$3K ﹤0.01%
146
+1
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$3K ﹤0.01%
33
311
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43
312
$3K ﹤0.01%
200
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$3K ﹤0.01%
300
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$3K ﹤0.01%
15
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$2K ﹤0.01%
100
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$2K ﹤0.01%
120
317
$2K ﹤0.01%
8
318
$2K ﹤0.01%
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$2K ﹤0.01%
28
320
$2K ﹤0.01%
98
-344
321
$2K ﹤0.01%
15
322
$2K ﹤0.01%
100
323
$2K ﹤0.01%
250
324
$2K ﹤0.01%
20
325
$2K ﹤0.01%
27
11 12
13
14 15