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
151
$24K 0.01%
3,593
152
$24K 0.01%
840
153
$23K 0.01%
181
-17
154
$23K 0.01%
264
155
$21K 0.01%
353
+1
156
$21K 0.01%
335
157
$21K 0.01%
764
-74
158
$20K 0.01%
3,591
-186
159
$20K 0.01%
100
160
$20K 0.01%
191
161
$19K 0.01%
63
162
$19K 0.01%
1,000
163
$19K 0.01%
+100
164
$19K 0.01%
155
165
$19K 0.01%
200
166
$18K 0.01%
71
167
$18K 0.01%
108
168
$18K 0.01%
450
+350
169
$18K 0.01%
80
-4
170
$18K 0.01%
45
171
$18K 0.01%
586
172
$18K 0.01%
121
173
$17K 0.01%
83
174
$17K 0.01%
823
175
$16K 0.01%
190
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7
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