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
51
$210K 0.09%
3,026
-340
52
$208K 0.08%
5,669
-1,443
53
$197K 0.08%
2,390
-152
54
$192K 0.08%
2,452
55
$191K 0.08%
2,068
56
$190K 0.08%
6,049
-740
57
$179K 0.07%
2,754
58
$173K 0.07%
1,300
59
$160K 0.07%
583
+50
60
$151K 0.06%
3,220
-292
61
$149K 0.06%
1,267
+77
62
$146K 0.06%
2,202
-20
63
$133K 0.05%
953
64
$133K 0.05%
8,659
65
$126K 0.05%
4,281
+115
66
$122K 0.05%
960
67
$121K 0.05%
5,540
+11
68
$116K 0.05%
495
+465
69
$115K 0.05%
1,350
-5,775
70
$113K 0.05%
4,220
-140
71
$113K 0.05%
667
72
$111K 0.05%
7,296
73
$105K 0.04%
8,000
74
$104K 0.04%
710
75
$97K 0.04%
612
1 2
3
4 5