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
401
$5.1K ﹤0.01%
400
402
$4.92K ﹤0.01%
115
-537
403
$4.88K ﹤0.01%
200
404
$4.77K ﹤0.01%
49
405
$4.59K ﹤0.01%
765
406
$4.56K ﹤0.01%
100
407
$4.53K ﹤0.01%
15
408
$4.5K ﹤0.01%
3,000
409
$4.49K ﹤0.01%
160
410
$4.49K ﹤0.01%
84
411
$4.48K ﹤0.01%
350
412
$4.32K ﹤0.01%
40
413
$4.31K ﹤0.01%
98
414
$4.28K ﹤0.01%
45
415
$4.27K ﹤0.01%
36
416
$4.26K ﹤0.01%
28
-50
417
$4.21K ﹤0.01%
30
418
$4.19K ﹤0.01%
50
419
$4.15K ﹤0.01%
53
420
$4.04K ﹤0.01%
1,495
-850
421
$3.93K ﹤0.01%
+62
422
$3.82K ﹤0.01%
1,700
423
$3.73K ﹤0.01%
+112
424
$3.55K ﹤0.01%
23
425
$3.55K ﹤0.01%
153
15 16
17
18 19