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IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
326
$2K ﹤0.01%
18
327
$2K ﹤0.01%
200
328
$2K ﹤0.01%
120
329
$2K ﹤0.01%
50
330
$2K ﹤0.01%
55
331
$2K ﹤0.01%
35
332
$2K ﹤0.01%
+7
333
$2K ﹤0.01%
15
334
$2K ﹤0.01%
20
335
$1K ﹤0.01%
18
336
$1K ﹤0.01%
2
337
$1K ﹤0.01%
7
338
$1K ﹤0.01%
15
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$1K ﹤0.01%
300
340
$1K ﹤0.01%
6
341
$1K ﹤0.01%
6
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$1K ﹤0.01%
100
343
$1K ﹤0.01%
7
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$1K ﹤0.01%
66
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$1K ﹤0.01%
27
346
$1K ﹤0.01%
18
347
– –
0
348
$1K ﹤0.01%
3
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$1K ﹤0.01%
19
350
$1K ﹤0.01%
40
11 12 13
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15