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
101
$53K 0.02%
400
102
$52K 0.02%
1,742
103
$52K 0.02%
418
104
$52K 0.02%
117
105
$50K 0.02%
226
106
$48K 0.02%
938
-90
107
$46K 0.02%
275
+200
108
$46K 0.02%
215
-33
109
$43K 0.02%
126
110
$42K 0.02%
13,585
111
$42K 0.02%
478
+186
112
$42K 0.02%
405
113
$42K 0.02%
995
114
$42K 0.02%
560
115
$40K 0.02%
200
116
$39K 0.02%
1,281
117
$39K 0.02%
195
118
$38K 0.02%
136
-15
119
$38K 0.02%
1,326
120
$37K 0.02%
339
121
$35K 0.02%
842
122
$35K 0.02%
152
123
$35K 0.02%
744
124
$35K 0.02%
240
125
$34K 0.02%
525
3 4
5
6 7