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
76
$402K 0.07%
992
+377
77
$396K 0.07%
+6,475
78
$384K 0.07%
434
79
$381K 0.07%
3,258
-164
80
$350K 0.06%
2,374
+98
81
$342K 0.06%
8,132
82
$333K 0.06%
581
+42
83
$322K 0.06%
1,730
+300
84
$309K 0.06%
30,616
85
$297K 0.06%
9,820
-1,248
86
$292K 0.05%
4,227
87
$291K 0.05%
8,298
88
$270K 0.05%
3,200
89
$256K 0.05%
9,570
90
$251K 0.05%
1,269
+173
91
$242K 0.04%
273
92
$236K 0.04%
1,963
-105
93
$228K 0.04%
936
+152
94
$226K 0.04%
1,070
95
$223K 0.04%
392
+119
96
$207K 0.04%
1,987
-30
97
$206K 0.04%
4,000
98
$198K 0.04%
1,136
99
$197K 0.04%
1,735
+56
100
$192K 0.04%
460
2 3
4
5 6