IWP

IAG Wealth Partners Portfolio holdings

AUM $896M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
+$1.59M
2
+$1.48M
3
+$877K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$817K
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$464K

Top Sells

1
+$3.65M
2
+$3.24M
3
+$780K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$384K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$353K

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%
190
178
$15K 0.01%
263
179
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87
180
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280
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181
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200
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$15K 0.01%
404
183
$15K 0.01%
3,803
184
$15K 0.01%
160
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$15K 0.01%
310
186
$14K 0.01%
282
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187
$14K 0.01%
60
188
$14K 0.01%
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189
$14K 0.01%
272
190
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191
$14K 0.01%
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200
193
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140
194
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166
195
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196
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40
197
$13K 0.01%
770
198
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417
199
$13K 0.01%
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200
$13K 0.01%
264
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