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
$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
201
$13K 0.01%
+25
202
$12K 0.01%
387
203
$12K 0.01%
83
204
$12K 0.01%
286
205
$12K 0.01%
340
206
$12K 0.01%
+400
207
$12K 0.01%
326
208
$12K 0.01%
200
209
$12K 0.01%
207
+185
210
$12K 0.01%
200
211
$12K 0.01%
37
-9
212
$12K 0.01%
771
213
$12K 0.01%
140
-13
214
$12K 0.01%
373
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