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
476
$460 ﹤0.01%
80
477
$443 ﹤0.01%
5
478
$433 ﹤0.01%
6
479
$328 ﹤0.01%
19
480
$315 ﹤0.01%
7
481
$306 ﹤0.01%
10
-10
482
$195 ﹤0.01%
+2
483
$184 ﹤0.01%
26
484
$112 ﹤0.01%
1
485
$98 ﹤0.01%
18
486
$63 ﹤0.01%
4
487
$48 ﹤0.01%
2
488
– –
0
489
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0
490
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491
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494
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495
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499
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18 19
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