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
51
$205K 0.09%
1,300
+200
52
$201K 0.09%
2,068
+249
53
$199K 0.09%
594
+18
54
$197K 0.09%
11,295
-573
55
$195K 0.09%
2,452
-51
56
$190K 0.09%
+5,033
57
$187K 0.09%
2,542
58
$172K 0.08%
3,512
59
$165K 0.08%
2,754
60
$140K 0.06%
533
-5
61
$138K 0.06%
1,190
+338
62
$133K 0.06%
1,300
63
$133K 0.06%
953
+122
64
$129K 0.06%
1,459
65
$120K 0.06%
5,529
-79
66
$115K 0.05%
4,360
-1,500
67
$112K 0.05%
2,222
-1,105
68
$112K 0.05%
667
69
$109K 0.05%
8,000
-240
70
$107K 0.05%
4,166
+150
71
$104K 0.05%
2,057
72
$100K 0.05%
8,659
73
$99K 0.05%
7,296
74
$97K 0.04%
1,049
+13
75
$93K 0.04%
960
-13
1 2
3
4 5