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
301
$5K ﹤0.01%
97
302
$4K ﹤0.01%
33
303
$4K ﹤0.01%
43
304
$4K ﹤0.01%
477
305
$4K ﹤0.01%
49
306
$4K ﹤0.01%
266
307
$4K ﹤0.01%
98
308
$4K ﹤0.01%
200
309
$4K ﹤0.01%
250
310
$4K ﹤0.01%
147
+1
311
$4K ﹤0.01%
+125
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