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
201
$43K 0.01%
161
202
$43K 0.01%
842
+213
203
$42.7K 0.01%
109
+44
204
$42.6K 0.01%
407
205
$42.3K 0.01%
1,334
-130
206
$42.2K 0.01%
371
+200
207
$42.1K 0.01%
+10
208
$41.1K 0.01%
158
209
$41.1K 0.01%
150
210
$40.9K 0.01%
570
211
$40.2K 0.01%
489
212
$38.8K 0.01%
326
213
$38.7K 0.01%
670
+470
214
$38.5K 0.01%
999
215
$38.4K 0.01%
300
216
$38.1K 0.01%
77
217
$37.2K 0.01%
1,285
-142
218
$37K 0.01%
887
+110
219
$36K 0.01%
129
220
$35.7K 0.01%
297
+248
221
$35.7K 0.01%
148
222
$35.4K 0.01%
700
223
$35.3K 0.01%
75
224
$35.1K 0.01%
295
225
$34.4K 0.01%
549
+303
7 8
9
10 11