IWP

IAG Wealth Partners Portfolio holdings

AUM $833M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Sells

1 +$4.76M
2 +$4.08M
3 +$3.73M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.11M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.56M

Sector Composition

1 Technology 0.61%
2 Financials 0.48%
3 Healthcare 0.31%
4 Industrials 0.25%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DUK icon
226
Duke Energy
DUK
$96.1B
$35.4K ﹤0.01%
300
MSTR icon
227
Strategy Inc
MSTR
$57.4B
$35.2K ﹤0.01%
87
SMMU icon
228
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$953M
$35.1K ﹤0.01%
700
DGRO icon
229
iShares Core Dividend Growth ETF
DGRO
$35.6B
$35.1K ﹤0.01%
549
PH icon
230
Parker-Hannifin
PH
$106B
$34.9K ﹤0.01%
50
IJS icon
231
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
$34.8K ﹤0.01%
350
FDX icon
232
FedEx
FDX
$63.1B
$34.6K ﹤0.01%
152
AEM icon
233
Agnico Eagle Mines
AEM
$84.8B
$33.9K ﹤0.01%
285
IXUS icon
234
iShares Core MSCI Total International Stock ETF
IXUS
$50.6B
$33.7K ﹤0.01%
436
FLQS icon
235
Franklin US Small Cap Multifactor Index ETF
FLQS
$67.3M
$33.2K ﹤0.01%
+807
SYM icon
236
Symbotic
SYM
$6.48B
$31.9K ﹤0.01%
+820
LPLA icon
237
LPL Financial
LPLA
$29.7B
$31.3K ﹤0.01%
84
WPM icon
238
Wheaton Precious Metals
WPM
$48B
$31K ﹤0.01%
345
MS icon
239
Morgan Stanley
MS
$263B
$30.8K ﹤0.01%
219
CNI icon
240
Canadian National Railway
CNI
$59.2B
$30.4K ﹤0.01%
292
IRM icon
241
Iron Mountain
IRM
$27B
$30.3K ﹤0.01%
295
EDIV icon
242
SPDR S&P Emerging Markets Dividend ETF
EDIV
$881M
$30.2K ﹤0.01%
793
CEF icon
243
Sprott Physical Gold and Silver Trust
CEF
$7.75B
$30.1K ﹤0.01%
1,000
PIN icon
244
Invesco India ETF
PIN
$218M
$30K ﹤0.01%
1,112
PYPL icon
245
PayPal
PYPL
$61.1B
$29.9K ﹤0.01%
402
-373
PHO icon
246
Invesco Water Resources ETF
PHO
$2.22B
$29.7K ﹤0.01%
425
FBND icon
247
Fidelity Total Bond ETF
FBND
$20.9B
$29.3K ﹤0.01%
641
TOL icon
248
Toll Brothers
TOL
$12.6B
$28.9K ﹤0.01%
253
-8
QCOM icon
249
Qualcomm
QCOM
$186B
$28.5K ﹤0.01%
179
CPT icon
250
Camden Property Trust
CPT
$10.9B
$28.2K ﹤0.01%
250