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
326
$2K ﹤0.01%
35
327
$2K ﹤0.01%
+7
328
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15
329
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20
330
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18
331
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200
332
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120
333
$2K ﹤0.01%
50
334
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55
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$1K ﹤0.01%
18
336
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2
337
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7
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40
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4
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$1K ﹤0.01%
15
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$1K ﹤0.01%
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$1K ﹤0.01%
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6
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100
347
$1K ﹤0.01%
7
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$1K ﹤0.01%
66
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$1K ﹤0.01%
27
350
$1K ﹤0.01%
9
11 12 13
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15