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
$541M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.42M
3
+$1.38M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.11M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$966K

Top Sells

1
+$1.22M
2
+$1.14M
3
+$677K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$588K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$540K

Sector Composition

1 Technology 0.77%
2 Energy 0.66%
3 Financials 0.61%
4 Consumer Discretionary 0.4%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34.2K 0.01%
292
227
$34K 0.01%
257
228
$33.9K 0.01%
658
229
$33.7K 0.01%
318
+73
230
$33.3K 0.01%
124
-25
231
$32K 0.01%
185
-23
232
$31.7K 0.01%
436
233
$31.6K 0.01%
50
234
$31.5K 0.01%
1,026
235
$31.3K 0.01%
+800
236
$30.6K 0.01%
155
237
$30.2K 0.01%
335
238
$30K 0.01%
425
239
$29.9K 0.01%
793
-479
240
$29.8K 0.01%
627
241
$29.3K 0.01%
407
-58
242
$28.9K 0.01%
+529
243
$28.2K 0.01%
233
244
$28.2K 0.01%
198
245
$27.1K 0.01%
309
-138
246
$26.8K 0.01%
350
247
$26.6K ﹤0.01%
200
248
$26.6K ﹤0.01%
1,110
-72
249
$26.3K ﹤0.01%
904
250
$26.2K ﹤0.01%
1,420
+500
8 9
10
11 12