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
301
$15.1K ﹤0.01%
420
302
$15K ﹤0.01%
300
303
$15K ﹤0.01%
927
304
$14.9K ﹤0.01%
79
-38
305
$14.7K ﹤0.01%
140
306
$14.7K ﹤0.01%
310
307
$14.6K ﹤0.01%
233
+2
308
$14.6K ﹤0.01%
287
-100
309
$14.3K ﹤0.01%
60
310
$13.8K ﹤0.01%
+125
311
$13.7K ﹤0.01%
560
+400
312
$13.4K ﹤0.01%
200
313
$13.3K ﹤0.01%
102
314
$13K ﹤0.01%
49
315
$13K ﹤0.01%
+254
316
$12.9K ﹤0.01%
25
-15
317
$12.9K ﹤0.01%
+632
318
$12.8K ﹤0.01%
569
319
$12.7K ﹤0.01%
222
-43
320
$12.6K ﹤0.01%
+377
321
$12.3K ﹤0.01%
1,475
+625
322
$12.2K ﹤0.01%
355
323
$12.1K ﹤0.01%
800
324
$12K ﹤0.01%
608
325
$11.9K ﹤0.01%
24
11 12
13
14 15