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
201
$13K 0.01%
770
202
$12K 0.01%
387
203
$12K 0.01%
83
204
$12K 0.01%
286
205
$12K 0.01%
373
206
$12K 0.01%
340
207
$12K 0.01%
+400
208
$12K 0.01%
326
209
$12K 0.01%
200
210
$12K 0.01%
207
+185
211
$12K 0.01%
200
212
$12K 0.01%
37
-9
213
$12K 0.01%
771
214
$12K 0.01%
140
-13
215
$11K 0.01%
65
-14
216
$11K 0.01%
198
217
$11K 0.01%
248
218
$11K 0.01%
414
219
$11K 0.01%
50
220
$10K ﹤0.01%
200
221
$10K ﹤0.01%
158
+1
222
$10K ﹤0.01%
359
223
$10K ﹤0.01%
500
224
$10K ﹤0.01%
335
225
$10K ﹤0.01%
50
7 8
9
10 11