IWP
IAG Wealth Partners Portfolio holdings
AUM
$756M
1-Year Return
11.26%
This Quarter Return
+6.04%
1 Year Return
+11.26%
3 Year Return
+41.1%
5 Year Return
+67.66%
10 Year Return
–
AUM
$541M
AUM Growth
+$43.3M
(+8.7%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
2.5%
Top 10 Holdings %
Top 10 Hldgs %
52.34%
Holding
537
New
36
Increased
95
Reduced
96
Closed
47
Top Buys
| 1 |
EOG Resources
EOG
|
$2.53M |
| 2 |
Hartford Schroders Tax-Aware Bond ETF
HTAB
|
$2.42M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.38M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.11M |
| 5 |
Avantis International Equity ETF
AVDE
|
$966K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.22M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.14M |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$677K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$588K |
| 5 |
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% |
