IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
This Quarter Return
+13.62%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$245M
AUM Growth
+$245M
(+13%)
Cap. Flow
-$431K
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
68.9%
Holding
367
New
15
Increased
49
Reduced
59
Closed
14
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$1.86M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.14M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$614K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$564K |
| 5 |
Chevron
CVX
|
$492K |
Sector Composition
| 1 | Technology | 0.68% |
| 2 | Healthcare | 0.41% |
| 3 | Consumer Staples | 0.3% |
| 4 | Consumer Discretionary | 0.29% |
| 5 | Communication Services | 0.29% |
