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
76
$97K 0.04%
914
-135
77
$92K 0.04%
733
78
$89K 0.04%
497
+46
79
$87K 0.04%
682
-24
80
$85K 0.03%
207
81
$83K 0.03%
934
82
$81K 0.03%
2,219
83
$81K 0.03%
+1,519
84
$79K 0.03%
1,165
85
$77K 0.03%
1,007
86
$75K 0.03%
545
87
$74K 0.03%
1,445
88
$74K 0.03%
1,871
89
$73K 0.03%
1,745
90
$72K 0.03%
426
91
$72K 0.03%
207
-5
92
$71K 0.03%
303
+240
93
$66K 0.03%
284
94
$66K 0.03%
1,173
95
$65K 0.03%
300
96
$65K 0.03%
928
97
$65K 0.03%
1,106
98
$61K 0.02%
418
99
$59K 0.02%
2,153
100
$58K 0.02%
400
2 3
4
5 6