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
126
$106K 0.02%
+2,604
127
$105K 0.02%
1,831
128
$103K 0.02%
1,692
129
$100K 0.02%
2,096
+266
130
$96.5K 0.02%
1,425
131
$96.2K 0.02%
350
+26
132
$96.1K 0.02%
5,989
+104
133
$95.7K 0.02%
3,584
-390
134
$94.7K 0.02%
1,600
-200
135
$93.3K 0.02%
462
+1
136
$91.5K 0.02%
1,094
+888
137
$91.3K 0.02%
330
+1
138
$90.5K 0.02%
1,080
-130
139
$90.2K 0.02%
1,973
+102
140
$89.7K 0.02%
520
141
$89.2K 0.02%
152
-3
142
$87.3K 0.02%
1,125
143
$87.3K 0.02%
640
144
$87K 0.02%
2,030
145
$84.2K 0.02%
800
+775
146
$83.9K 0.02%
846
+115
147
$83.3K 0.02%
1,276
148
$83.2K 0.02%
401
149
$82.7K 0.02%
316
+55
150
$80.7K 0.01%
2,305
4 5
6
7 8