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
151
$25K 0.01%
600
-185
152
$23K 0.01%
100
153
$23K 0.01%
191
154
$23K 0.01%
80
155
$22K 0.01%
155
156
$21K 0.01%
335
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$21K 0.01%
404
158
$21K 0.01%
373
159
$21K 0.01%
764
160
$20K 0.01%
1,000
161
$20K 0.01%
+53
162
$20K 0.01%
390
+110
163
$20K 0.01%
823
164
$20K 0.01%
45
165
$20K 0.01%
586
166
$20K 0.01%
121
167
$20K 0.01%
375
168
$20K 0.01%
178
-22
169
$19K 0.01%
2,968
-623
170
$19K 0.01%
458
+8
171
$19K 0.01%
200
172
$19K 0.01%
233
-179
173
$19K 0.01%
150
174
$18K 0.01%
190
175
$18K 0.01%
83
5 6
7
8 9