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
76
$92K 0.04%
612
-13
77
$86K 0.04%
1,745
+95
78
$80K 0.04%
451
79
$80K 0.04%
2,219
+1,015
80
$78K 0.04%
710
+10
81
$77K 0.04%
706
82
$75K 0.03%
934
83
$74K 0.03%
207
84
$72K 0.03%
258
85
$69K 0.03%
1,871
86
$68K 0.03%
733
-107
87
$68K 0.03%
1,165
88
$67K 0.03%
875
-272
89
$66K 0.03%
1,445
90
$66K 0.03%
300
91
$66K 0.03%
212
-71
92
$66K 0.03%
1,106
93
$65K 0.03%
545
94
$64K 0.03%
426
95
$63K 0.03%
1,173
-367
96
$61K 0.03%
284
97
$59K 0.03%
928
98
$58K 0.03%
1,007
99
$58K 0.03%
2,153
100
$58K 0.03%
3,938
-3,033
2 3
4
5 6