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
426
$3.54K ﹤0.01%
17
427
$3.45K ﹤0.01%
418
+22
428
$3.2K ﹤0.01%
128
429
$3.19K ﹤0.01%
6
-12
430
$3.1K ﹤0.01%
4
431
$2.96K ﹤0.01%
100
432
$2.81K ﹤0.01%
+312
433
$2.81K ﹤0.01%
11
-24
434
$2.8K ﹤0.01%
167
435
$2.76K ﹤0.01%
47
436
$2.65K ﹤0.01%
28
437
$2.6K ﹤0.01%
+10
438
$2.51K ﹤0.01%
156
439
$2.49K ﹤0.01%
97
440
$2.48K ﹤0.01%
28
+22
441
$2.39K ﹤0.01%
63
442
$2.35K ﹤0.01%
53
443
$2.34K ﹤0.01%
+10
444
$2.27K ﹤0.01%
11
445
$2.25K ﹤0.01%
19
446
$2.17K ﹤0.01%
100
447
$1.94K ﹤0.01%
+6
448
$1.87K ﹤0.01%
200
449
$1.84K ﹤0.01%
12
450
$1.73K ﹤0.01%
52
16 17
18
19 20