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
126
$36K 0.01%
1,456
127
$36K 0.01%
525
128
$36K 0.01%
310
+46
129
$35K 0.01%
83
-43
130
$34K 0.01%
104
131
$34K 0.01%
127
-9
132
$33K 0.01%
+351
133
$33K 0.01%
181
134
$33K 0.01%
157
-9
135
$32K 0.01%
3,593
136
$32K 0.01%
1,935
-2,003
137
$31K 0.01%
354
+1
138
$31K 0.01%
640
139
$31K 0.01%
264
140
$30K 0.01%
271
141
$30K 0.01%
166
142
$30K 0.01%
409
143
$30K 0.01%
365
144
$28K 0.01%
158
145
$27K 0.01%
198
146
$27K 0.01%
225
147
$26K 0.01%
140
148
$25K 0.01%
429
+2
149
$25K 0.01%
280
-60
150
$25K 0.01%
+400
4 5
6
7 8