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
26
$1.49M 0.61%
7,663
-2,896
27
$1.32M 0.54%
10,806
-824
28
$1.25M 0.51%
18,034
-2,228
29
$1.08M 0.44%
22,211
+267
30
$999K 0.41%
18,591
-943
31
$999K 0.41%
26,908
+961
32
$811K 0.33%
13,063
-194
33
$808K 0.33%
11,857
+1,338
34
$746K 0.3%
5,619
+811
35
$498K 0.2%
14,193
-1,675
36
$466K 0.19%
10,342
+5,309
37
$425K 0.17%
1,760
-193
38
$390K 0.16%
11,591
39
$323K 0.13%
3,513
-1,552
40
$310K 0.13%
2,188
41
$293K 0.12%
3,978
-260
42
$289K 0.12%
771
+177
43
$284K 0.12%
1,446
44
$276K 0.11%
1,996
45
$273K 0.11%
5,925
-2,015
46
$255K 0.1%
1,560
+260
47
$255K 0.1%
3,753
-323
48
$244K 0.1%
1,253
-125
49
$226K 0.09%
1,520
50
$225K 0.09%
11,295
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