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
276
$21.6K ﹤0.01%
+500
277
$21.5K ﹤0.01%
275
278
$21.3K ﹤0.01%
235
-656
279
$21.1K ﹤0.01%
345
280
$20.9K ﹤0.01%
559
281
$19.4K ﹤0.01%
83
-7
282
$19.1K ﹤0.01%
426
+1
283
$19K ﹤0.01%
456
284
$18.4K ﹤0.01%
424
+1
285
$17.7K ﹤0.01%
95
286
$17.3K ﹤0.01%
335
-79
287
$17.2K ﹤0.01%
327
-259
288
$17K ﹤0.01%
89
-95
289
$16.2K ﹤0.01%
104
+25
290
$15.8K ﹤0.01%
+311
291
$15.8K ﹤0.01%
30
292
$15.8K ﹤0.01%
345
293
$15.6K ﹤0.01%
76
294
$15.6K ﹤0.01%
200
295
$15.5K ﹤0.01%
1,058
296
$15.5K ﹤0.01%
400
-270
297
$15.5K ﹤0.01%
75
298
$15.4K ﹤0.01%
200
299
$15.3K ﹤0.01%
+100
300
$15.2K ﹤0.01%
56
-18
10 11
12
13 14