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
451
$1.61K ﹤0.01%
+46
452
$1.6K ﹤0.01%
20
453
$1.55K ﹤0.01%
39
454
$1.48K ﹤0.01%
80
455
$1.48K ﹤0.01%
100
456
$1.37K ﹤0.01%
28
457
$1.35K ﹤0.01%
100
458
$1.31K ﹤0.01%
3
-5
459
$1.31K ﹤0.01%
14
-12
460
$1.27K ﹤0.01%
10
461
$1.26K ﹤0.01%
40
462
$1.22K ﹤0.01%
+30
463
$1.17K ﹤0.01%
30
464
$1.12K ﹤0.01%
+54
465
$1.11K ﹤0.01%
100
466
$1.08K ﹤0.01%
+24
467
$1.07K ﹤0.01%
15
468
$1.02K ﹤0.01%
102
469
$824 ﹤0.01%
66
470
$770 ﹤0.01%
61
471
$694 ﹤0.01%
3,000
472
$630 ﹤0.01%
100
473
$621 ﹤0.01%
+4
474
$604 ﹤0.01%
28
475
$473 ﹤0.01%
27
17 18
19
20 21