IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
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
26
$4.95M 0.91%
102,389
+9,103
27
$4.88M 0.9%
159,978
-6,490
28
$4.86M 0.9%
106,832
+9,522
29
$4.84M 0.89%
60,867
-843
30
$4.52M 0.83%
85,437
+41
31
$4.13M 0.76%
63,895
+2,582
32
$4.08M 0.75%
156,148
+13,335
33
$3.65M 0.68%
92,414
+1,936
34
$3.5M 0.65%
71,515
+1,934
35
$2.73M 0.5%
37,620
-278
36
$2.55M 0.47%
20,750
+20,546
37
$2.27M 0.42%
84,710
+7,407
38
$2.2M 0.41%
4,770
+3,000
39
$2.17M 0.4%
98,926
+14,338
40
$2.17M 0.4%
17,439
-71
41
$2.14M 0.4%
36,395
+2,967
42
$2.1M 0.39%
31,190
-309
43
$1.92M 0.36%
56,662
+22,580
44
$1.7M 0.31%
19,371
-709
45
$1.65M 0.3%
36,723
-973
46
$1.6M 0.3%
38,863
+5,083
47
$1.56M 0.29%
45,207
-402
48
$1.56M 0.29%
6,686
+57
49
$1.53M 0.28%
59,264
+4,393
50
$1.39M 0.26%
24,163
-953
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2
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