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
326
$11.8K ﹤0.01%
57
327
$11.7K ﹤0.01%
72
328
$11.6K ﹤0.01%
37
329
$11.6K ﹤0.01%
128
+1
330
$11.3K ﹤0.01%
400
331
$11.2K ﹤0.01%
75
332
$11K ﹤0.01%
496
333
$10.7K ﹤0.01%
1,880
334
$10.6K ﹤0.01%
1,445
335
$10.6K ﹤0.01%
392
+63
336
$10.6K ﹤0.01%
827
337
$10.6K ﹤0.01%
17
338
$10.5K ﹤0.01%
189
339
$10.5K ﹤0.01%
48
340
$10.3K ﹤0.01%
500
+300
341
$10.2K ﹤0.01%
112
342
$10.2K ﹤0.01%
+138
343
$10.1K ﹤0.01%
+388
344
$10K ﹤0.01%
198
-466
345
$9.9K ﹤0.01%
440
346
$9.79K ﹤0.01%
246
347
$9.74K ﹤0.01%
137
348
$9.72K ﹤0.01%
87
349
$9.56K ﹤0.01%
122
350
$9.47K ﹤0.01%
75
-26
12 13
14
15 16