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
176
$16K 0.01%
375
177
$16K 0.01%
150
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$15K 0.01%
310
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160
-104
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$15K 0.01%
3,803
181
$15K 0.01%
404
182
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200
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$15K 0.01%
280
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184
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87
185
$15K 0.01%
263
186
$14K 0.01%
166
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$14K 0.01%
140
188
$14K 0.01%
200
189
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244
190
$14K 0.01%
176
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191
$14K 0.01%
272
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193
$14K 0.01%
60
194
$14K 0.01%
282
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195
$13K 0.01%
417
196
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197
$13K 0.01%
264
198
$13K 0.01%
120
199
$13K 0.01%
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200
$13K 0.01%
40
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