We are live on ! Find out more
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
$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
401
– –
-21
402
– –
-42
403
– –
-17
404
– –
-5,976
405
– –
-17
406
– –
-9
407
– –
-2
408
– –
-290
409
– –
-7
410
– –
-27
411
– –
-17
412
– –
-19
413
– –
-16
414
– –
-66
415
– –
-17
416
– –
-48
417
– –
-15
418
– –
-24
419
– –
-36
420
– –
-11
421
– –
-100
422
– –
-263
423
– –
-25
424
– –
-7
425
– –
-4
14 15 16
17
18