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
376
$7.4K ﹤0.01%
103
377
$7.37K ﹤0.01%
32
378
$7.25K ﹤0.01%
687
379
$7.24K ﹤0.01%
224
380
$7.16K ﹤0.01%
80
381
$6.96K ﹤0.01%
90
382
$6.72K ﹤0.01%
+119
383
$6.67K ﹤0.01%
67
384
$6.6K ﹤0.01%
80
385
$6.57K ﹤0.01%
20
386
$6.51K ﹤0.01%
104
+100
387
$6.48K ﹤0.01%
93
-39
388
$6.44K ﹤0.01%
25
389
$6.41K ﹤0.01%
275
390
$6.12K ﹤0.01%
76
391
$6.05K ﹤0.01%
144
392
$5.95K ﹤0.01%
56
-368
393
$5.81K ﹤0.01%
160
394
$5.71K ﹤0.01%
137
395
$5.61K ﹤0.01%
40
396
$5.51K ﹤0.01%
80
397
$5.46K ﹤0.01%
150
398
$5.28K ﹤0.01%
230
399
$5.13K ﹤0.01%
65
400
$5.11K ﹤0.01%
+160
14 15
16
17 18