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
201
$14K 0.01%
65
202
$14K 0.01%
340
203
$14K 0.01%
500
204
$14K 0.01%
198
205
$14K 0.01%
775
+4
206
$14K 0.01%
282
207
$13K 0.01%
25
208
$13K 0.01%
166
209
$13K 0.01%
140
210
$13K 0.01%
514
+3
211
$13K 0.01%
3,803
212
$13K 0.01%
359
213
$13K 0.01%
770
214
$13K 0.01%
1,252
+552
215
$13K 0.01%
248
216
$13K 0.01%
414
217
$13K 0.01%
335
218
$13K 0.01%
+330
219
$13K 0.01%
207
220
$13K 0.01%
37
221
$12K ﹤0.01%
133
-1,326
222
$12K ﹤0.01%
326
223
$12K ﹤0.01%
250
224
$12K ﹤0.01%
52
-48
225
$12K ﹤0.01%
+100
7 8
9
10 11