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
1
$48.6M 8.98%
719,253
-1,513
2
$42.1M 7.78%
1,119,958
+29,618
3
$32.9M 6.08%
418,365
+8,950
4
$29.9M 5.53%
264,686
+218
5
$26.1M 4.82%
1,059,885
+34,819
6
$25M 4.63%
489,788
+1,029
7
$24.5M 4.54%
42,551
-1,020
8
$19.9M 3.68%
549,948
-5,592
9
$17.6M 3.26%
302,601
+5,763
10
$16.6M 3.06%
43,173
-2,957
11
$15.2M 2.81%
296,315
-1,796
12
$15M 2.78%
285,386
+11,792
13
$12.5M 2.3%
170,805
+5,317
14
$12.2M 2.25%
174,050
-9,664
15
$11.9M 2.19%
599,321
+122,405
16
$11.8M 2.19%
176,522
+14,414
17
$11M 2.04%
221,471
+13,512
18
$10.4M 1.92%
340,329
-5,724
19
$9.77M 1.81%
178,746
+14,322
20
$7.45M 1.38%
37,621
-2,026
21
$7.19M 1.33%
86,375
+7,496
22
$6.98M 1.29%
103,698
-6,503
23
$6.88M 1.27%
166,801
+16,888
24
$6.35M 1.17%
76,559
-6,511
25
$5.92M 1.09%
98,346
+947
1
2 3 4 5