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
$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
26
$1.24M 0.57%
26,340
+1,213
27
$1.23M 0.57%
11,630
+695
28
$1.16M 0.54%
20,262
-1,384
29
$1.05M 0.49%
19,534
-891
30
$960K 0.44%
21,944
+5,452
31
$909K 0.42%
25,947
+862
32
$700K 0.32%
13,257
-363
33
$631K 0.29%
10,519
-284
34
$557K 0.26%
4,808
+236
35
$513K 0.24%
7,125
-2,471
36
$500K 0.23%
15,868
37
$424K 0.2%
1,953
-147
38
$356K 0.16%
5,065
-149
39
$355K 0.16%
11,591
-491
40
$323K 0.15%
2,188
-219
41
$295K 0.14%
7,940
-1,030
42
$269K 0.12%
1,996
+881
43
$268K 0.12%
4,238
-459
44
$260K 0.12%
4,076
+919
45
$251K 0.12%
7,112
-2,943
46
$217K 0.1%
1,446
47
$215K 0.1%
3,366
+966
48
$213K 0.1%
6,789
+327
49
$212K 0.1%
1,378
-330
50
$211K 0.1%
1,520
-28
1
2
3 4 5