IWP

IAG Wealth Partners Portfolio holdings

AUM $864M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
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
+$1.88M
2
+$944K
3
+$778K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$400K
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$378K

Top Sells

1
+$1.76M
2
+$1.08M
3
+$612K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$529K
5
CVX icon
Chevron
CVX
+$468K

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
176
$18K 0.01%
417
177
$18K 0.01%
108
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$17K 0.01%
75
-200
179
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160
180
$17K 0.01%
200
181
$17K 0.01%
244
182
$17K 0.01%
176
183
$17K 0.01%
87
184
$17K 0.01%
264
185
$17K 0.01%
310
186
$16K 0.01%
71
187
$16K 0.01%
387
188
$16K 0.01%
334
-323
189
$16K 0.01%
338
+100
190
$15K 0.01%
40
191
$15K 0.01%
252
192
$15K 0.01%
272
193
$15K 0.01%
1,000
194
$15K 0.01%
60
195
$15K 0.01%
263
196
$15K 0.01%
120
197
$15K 0.01%
420
-420
198
$14K 0.01%
83
199
$14K 0.01%
65
200
$14K 0.01%
340
6 7
8
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