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
101
$176K 0.03%
1,036
102
$167K 0.03%
879
+460
103
$160K 0.03%
2,942
-9
104
$155K 0.03%
2,489
-356
105
$150K 0.03%
7,302
106
$148K 0.03%
978
107
$148K 0.03%
2,968
108
$138K 0.03%
2,225
109
$137K 0.03%
2,598
-831
110
$134K 0.02%
6,106
+1,853
111
$129K 0.02%
124
112
$128K 0.02%
223
113
$128K 0.02%
787
114
$126K 0.02%
1,323
+236
115
$126K 0.02%
1,308
116
$120K 0.02%
395
-19
117
$116K 0.02%
3,450
118
$116K 0.02%
815
119
$115K 0.02%
1,190
-988
120
$114K 0.02%
637
121
$114K 0.02%
2,438
-1,512
122
$112K 0.02%
1,351
+402
123
$111K 0.02%
925
+146
124
$110K 0.02%
1,615
-125
125
$108K 0.02%
335
-23
3 4
5
6 7