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
126
$33K 0.02%
316
127
$32K 0.01%
1,456
128
$31K 0.01%
358
129
$31K 0.01%
140
-44
130
$30K 0.01%
271
+171
131
$30K 0.01%
1,199
132
$30K 0.01%
198
133
$30K 0.01%
166
134
$29K 0.01%
2,829
135
$28K 0.01%
104
136
$28K 0.01%
264
+49
137
$27K 0.01%
427
+3
138
$27K 0.01%
365
139
$27K 0.01%
412
140
$27K 0.01%
599
141
$27K 0.01%
657
-300
142
$27K 0.01%
785
-212
143
$26K 0.01%
3,501
144
$26K 0.01%
409
145
$26K 0.01%
640
146
$26K 0.01%
225
147
$25K 0.01%
340
-40
148
$25K 0.01%
158
149
$25K 0.01%
400
150
$24K 0.01%
166
4 5
6
7 8