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
101
$58K 0.02%
664
-211
102
$58K 0.02%
1,490
-252
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