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
51
$1.37M 0.25%
49,509
-1,488
52
$1.29M 0.24%
4,540
-143
53
$1.26M 0.23%
17,850
-512
54
$958K 0.18%
18,802
+9,318
55
$906K 0.17%
10,436
-51
56
$831K 0.15%
1,931
-9
57
$796K 0.15%
+5,500
58
$784K 0.14%
12,105
+1,275
59
$740K 0.14%
1,517
+30
60
$714K 0.13%
10,918
-89
61
$708K 0.13%
5,623
62
$669K 0.12%
13,316
+3,362
63
$508K 0.09%
2,507
-303
64
$501K 0.09%
8,036
+696
65
$498K 0.09%
4,100
66
$488K 0.09%
1,300
+296
67
$484K 0.09%
5,124
+7
68
$483K 0.09%
2,186
+207
69
$474K 0.09%
20,964
70
$470K 0.09%
4,889
+182
71
$469K 0.09%
2,754
-42
72
$465K 0.09%
8,065
-508
73
$463K 0.09%
10,187
-1,435
74
$447K 0.08%
848
-364
75
$417K 0.08%
1,757
-250
1 2
3
4 5