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
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$18.5M
3
+$10.1M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$6.42M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M

Top Sells

1
+$4.76M
2
+$4.08M
3
+$3.73M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.11M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.56M

Sector Composition

1 Technology 0.61%
2 Financials 0.48%
3 Healthcare 0.31%
4 Industrials 0.25%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JSMD icon
51
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$674M
$2.42M 0.32%
31,114
-1,060
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.1T
$2.35M 0.31%
4,842
+72
HELO icon
53
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.48B
$1.96M 0.26%
31,355
-2,957
AVDV icon
54
Avantis International Small Cap Value ETF
AVDV
$12.6B
$1.87M 0.25%
23,628
+6,993
SPEM icon
55
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$1.76M 0.23%
41,091
-61
SMLV icon
56
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$197M
$1.66M 0.22%
13,280
-706
VNLA icon
57
Janus Henderson Short Duration Income ETF
VNLA
$2.78B
$1.64M 0.22%
33,360
+22,508
AAPL icon
58
Apple
AAPL
$4.03T
$1.46M 0.19%
7,094
+222
PBUS icon
59
Invesco MSCI USA ETF
PBUS
$8.35B
$1.36M 0.18%
21,825
+1,187
VTI icon
60
Vanguard Total Stock Market ETF
VTI
$547B
$1.31M 0.17%
4,307
-39
DES icon
61
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$1.28M 0.17%
40,314
-2,332
SJNK icon
62
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$1.2M 0.16%
47,153
-5,856
VOO icon
63
Vanguard S&P 500 ETF
VOO
$765B
$1.19M 0.16%
2,094
JNJ icon
64
Johnson & Johnson
JNJ
$472B
$1.14M 0.15%
7,437
SCHM icon
65
Schwab US Mid-Cap ETF
SCHM
$13.3B
$1.11M 0.15%
39,676
-3,462
MSFT icon
66
Microsoft
MSFT
$3.79T
$1.07M 0.14%
2,153
+105
SPGM icon
67
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.27B
$1.03M 0.14%
14,856
+1,157
BBMC icon
68
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.92B
$887K 0.12%
9,101
+4,661
CGGE
69
Capital Group Global Equity ETF
CGGE
$1.03B
$849K 0.11%
29,079
+1,785
NUMG icon
70
Nuveen ESG Mid-Cap Growth ETF
NUMG
$393M
$844K 0.11%
17,412
-14,121
NVDA icon
71
NVIDIA
NVDA
$4.63T
$792K 0.1%
5,015
VSS icon
72
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.82B
$786K 0.1%
5,847
+177
VWO icon
73
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$759K 0.1%
15,341
+12,715
SLYV icon
74
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
$731K 0.1%
9,159
-1,094
QQQ icon
75
Invesco QQQ Trust
QQQ
$387B
$710K 0.09%
1,287
+4
1 2
3
4 5