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
176
$56.7K 0.01%
80
+70
177
$55.2K 0.01%
6,165
178
$54.8K 0.01%
305
-23
179
$54.1K 0.01%
104
180
$53.3K 0.01%
2,000
181
$53.2K 0.01%
315
182
$51.4K 0.01%
3,300
-112
183
$51.4K 0.01%
310
-109
184
$51.2K 0.01%
255
185
$50K 0.01%
1,105
-327
186
$49.3K 0.01%
200
187
$48.6K 0.01%
797
188
$48.3K 0.01%
528
189
$47.5K 0.01%
543
190
$47.1K 0.01%
1,125
191
$47K 0.01%
454
192
$47K 0.01%
552
193
$46.2K 0.01%
300
194
$45.7K 0.01%
705
-138
195
$45.6K 0.01%
475
-90
196
$45.5K 0.01%
855
+253
197
$45K 0.01%
+100
198
$44.8K 0.01%
1,675
199
$44.5K 0.01%
1,581
+1,437
200
$43.6K 0.01%
455
-280
6 7
8
9 10