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
351
$9.22K ﹤0.01%
99
352
$9.21K ﹤0.01%
58
353
$9.1K ﹤0.01%
50
354
$9.07K ﹤0.01%
113
355
$9.04K ﹤0.01%
100
356
$8.99K ﹤0.01%
351
357
$8.95K ﹤0.01%
81
358
$8.86K ﹤0.01%
118
359
$8.71K ﹤0.01%
50
360
$8.69K ﹤0.01%
140
361
$8.59K ﹤0.01%
17
362
$8.57K ﹤0.01%
1,000
363
$8.51K ﹤0.01%
122
364
$8.44K ﹤0.01%
400
+185
365
$8.4K ﹤0.01%
118
366
$8.34K ﹤0.01%
180
367
$8.33K ﹤0.01%
10
368
$8.25K ﹤0.01%
200
369
$8.04K ﹤0.01%
56
370
$7.96K ﹤0.01%
32
371
$7.88K ﹤0.01%
125
372
$7.81K ﹤0.01%
100
373
$7.74K ﹤0.01%
185
374
$7.64K ﹤0.01%
214
375
$7.63K ﹤0.01%
16
13 14
15
16 17