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
$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
301
$3K ﹤0.01%
91
302
$3K ﹤0.01%
61
303
$3K ﹤0.01%
11
-14
304
$3K ﹤0.01%
15
305
$3K ﹤0.01%
+49
306
$3K ﹤0.01%
+35
307
$3K ﹤0.01%
146
+1
308
$3K ﹤0.01%
33
309
$3K ﹤0.01%
43
310
$3K ﹤0.01%
300
311
$3K ﹤0.01%
+200
312
$3K ﹤0.01%
250
313
$3K ﹤0.01%
9
314
$3K ﹤0.01%
200
315
$2K ﹤0.01%
100
316
$2K ﹤0.01%
120
317
$2K ﹤0.01%
8
318
$2K ﹤0.01%
110
319
$2K ﹤0.01%
250
320
$2K ﹤0.01%
20
321
$2K ﹤0.01%
27
322
$2K ﹤0.01%
58
323
$2K ﹤0.01%
55
324
$2K ﹤0.01%
28
325
$2K ﹤0.01%
98
-344
11 12
13
14 15