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
326
$2K ﹤0.01%
15
327
$2K ﹤0.01%
100
328
$2K ﹤0.01%
+24
329
$2K ﹤0.01%
18
-1,068
330
$2K ﹤0.01%
+2
331
$2K ﹤0.01%
120
332
$1K ﹤0.01%
35
333
$1K ﹤0.01%
21
334
$1K ﹤0.01%
19
335
$1K ﹤0.01%
6
336
$1K ﹤0.01%
100
337
$1K ﹤0.01%
10
338
$1K ﹤0.01%
50
339
$1K ﹤0.01%
3
-1
340
$1K ﹤0.01%
6
-16
341
$1K ﹤0.01%
7
342
$1K ﹤0.01%
300
343
$1K ﹤0.01%
18
344
$1K ﹤0.01%
2
345
$1K ﹤0.01%
7
346
$1K ﹤0.01%
40
347
$1K ﹤0.01%
4
348
$1K ﹤0.01%
15
-19
349
$1K ﹤0.01%
66
350
$1K ﹤0.01%
27
12 13
14
15 16