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
251
$25.9K ﹤0.01%
158
252
$25.9K ﹤0.01%
205
-275
253
$25.8K ﹤0.01%
+1,100
254
$25.1K ﹤0.01%
235
255
$25K ﹤0.01%
45
256
$24.9K ﹤0.01%
178
257
$24.7K ﹤0.01%
200
258
$24.6K ﹤0.01%
182
-42
259
$24.5K ﹤0.01%
1,000
260
$24.4K ﹤0.01%
2,750
261
$24.3K ﹤0.01%
185
+100
262
$24.3K ﹤0.01%
+200
263
$24.1K ﹤0.01%
142
264
$23.4K ﹤0.01%
634
265
$23.3K ﹤0.01%
130
-3
266
$22.9K ﹤0.01%
60
267
$22.7K ﹤0.01%
+632
268
$22.6K ﹤0.01%
472
269
$22.6K ﹤0.01%
3,864
+132
270
$22.5K ﹤0.01%
127
271
$22.3K ﹤0.01%
169
272
$22.3K ﹤0.01%
390
-250
273
$22.1K ﹤0.01%
+207
274
$22.1K ﹤0.01%
+326
275
$21.8K ﹤0.01%
100
9 10
11
12 13