IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
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
+$1.88M
2
+$944K
3
+$778K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$400K
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$378K

Top Sells

1
+$1.76M
2
+$1.08M
3
+$612K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$529K
5
CVX icon
Chevron
CVX
+$468K

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
101
$58K 0.02%
1,490
-252
102
$58K 0.02%
400
103
$57K 0.02%
226
104
$57K 0.02%
240
105
$55K 0.02%
117
106
$54K 0.02%
170
-88
107
$52K 0.02%
480
+2
108
$52K 0.02%
13,585
109
$52K 0.02%
887
-1,170
110
$48K 0.02%
900
+156
111
$48K 0.02%
1,002
+7
112
$48K 0.02%
938
113
$47K 0.02%
405
114
$46K 0.02%
1,241
+42
115
$46K 0.02%
560
116
$45K 0.02%
199
-16
117
$43K 0.02%
599
118
$42K 0.02%
200
119
$41K 0.02%
1,281
120
$41K 0.02%
185
-10
121
$38K 0.02%
152
122
$38K 0.02%
339
123
$37K 0.02%
842
124
$37K 0.02%
358
125
$37K 0.02%
316
3 4
5
6 7