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
326
$2K ﹤0.01%
58
327
$2K ﹤0.01%
+24
328
$2K ﹤0.01%
18
-1,068
329
$2K ﹤0.01%
+2
330
$2K ﹤0.01%
120
331
$2K ﹤0.01%
55
332
$1K ﹤0.01%
18
333
$1K ﹤0.01%
2
334
$1K ﹤0.01%
7
335
$1K ﹤0.01%
40
336
$1K ﹤0.01%
4
337
$1K ﹤0.01%
15
-19
338
$1K ﹤0.01%
35
339
$1K ﹤0.01%
21
340
$1K ﹤0.01%
19
341
$1K ﹤0.01%
300
342
$1K ﹤0.01%
6
-16
343
$1K ﹤0.01%
6
344
$1K ﹤0.01%
100
345
$1K ﹤0.01%
7
346
$1K ﹤0.01%
66
347
$1K ﹤0.01%
27
348
$1K ﹤0.01%
18
349
– –
0
350
$1K ﹤0.01%
10
12 13
14
15 16