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
151
$79.8K 0.01%
129
152
$78.5K 0.01%
668
153
$78.5K 0.01%
1,543
154
$78.5K 0.01%
729
155
$78.2K 0.01%
339
+130
156
$76.6K 0.01%
131
-23
157
$75.3K 0.01%
3,316
158
$73.8K 0.01%
818
159
$73K 0.01%
534
-20
160
$69K 0.01%
350
161
$68.8K 0.01%
412
-49
162
$67.6K 0.01%
705
+113
163
$67.3K 0.01%
525
164
$65.5K 0.01%
450
165
$65.2K 0.01%
1,118
166
$65K 0.01%
805
-108
167
$64.4K 0.01%
765
168
$62.2K 0.01%
531
-393
169
$60.8K 0.01%
104
170
$60.7K 0.01%
2,138
+1,338
171
$60.7K 0.01%
75
-4
172
$60.2K 0.01%
479
+181
173
$59.2K 0.01%
+1,915
174
$57.1K 0.01%
731
-18
175
$57K 0.01%
1,270
+306
5 6
7
8 9