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
301
$5K ﹤0.01%
97
302
$4K ﹤0.01%
49
303
$4K ﹤0.01%
266
304
$4K ﹤0.01%
98
305
$4K ﹤0.01%
200
306
$4K ﹤0.01%
250
307
$4K ﹤0.01%
147
+1
308
$4K ﹤0.01%
33
309
$4K ﹤0.01%
43
310
$4K ﹤0.01%
+125
311
$4K ﹤0.01%
477
312
$3K ﹤0.01%
120
313
$3K ﹤0.01%
110
314
$3K ﹤0.01%
15
315
$3K ﹤0.01%
+600
316
$3K ﹤0.01%
100
317
$3K ﹤0.01%
9
318
$3K ﹤0.01%
27
319
$3K ﹤0.01%
300
320
$2K ﹤0.01%
100
321
$2K ﹤0.01%
+50
322
$2K ﹤0.01%
8
323
$2K ﹤0.01%
+5
324
$2K ﹤0.01%
+53
325
$2K ﹤0.01%
28
11 12
13
14 15