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
176
$18K 0.01%
417
177
$18K 0.01%
108
178
$17K 0.01%
75
-200
179
$17K 0.01%
310
180
$17K 0.01%
160
181
$17K 0.01%
200
182
$17K 0.01%
244
183
$17K 0.01%
176
184
$17K 0.01%
87
185
$17K 0.01%
264
186
$16K 0.01%
71
187
$16K 0.01%
387
188
$16K 0.01%
338
+100
189
$16K 0.01%
334
-323
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%
50
199
$14K 0.01%
200
200
$14K 0.01%
83
6 7
8
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