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
$833M
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16.4M
3
+$10.2M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$10.2M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$3.31M

Top Sells

1
+$18.1M
2
+$15M
3
+$2.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.85M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.28M

Sector Composition

1 Technology 0.66%
2 Financials 0.47%
3 Healthcare 0.31%
4 Industrials 0.27%
5 Utilities 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TOL icon
251
Toll Brothers
TOL
$13.4B
$34.9K ﹤0.01%
253
MS icon
252
Morgan Stanley
MS
$269B
$34.8K ﹤0.01%
219
GDX icon
253
VanEck Gold Miners ETF
GDX
$24B
$33.8K ﹤0.01%
442
ELV icon
254
Elevance Health
ELV
$73.5B
$33.6K ﹤0.01%
104
FTAI icon
255
FTAI Aviation
FTAI
$17.2B
$33.4K ﹤0.01%
200
CRM icon
256
Salesforce
CRM
$223B
$30.8K ﹤0.01%
130
EDIV icon
257
SPDR S&P Emerging Markets Dividend ETF
EDIV
$939M
$30.8K ﹤0.01%
793
ORLY icon
258
O'Reilly Automotive
ORLY
$84.3B
$30.7K ﹤0.01%
+285
PLTR icon
259
Palantir
PLTR
$407B
$30.6K ﹤0.01%
168
PHO icon
260
Invesco Water Resources ETF
PHO
$2.14B
$30.6K ﹤0.01%
425
IRM icon
261
Iron Mountain
IRM
$24.5B
$30.1K ﹤0.01%
295
COR icon
262
Cencora
COR
$68B
$30K ﹤0.01%
+96
XLV icon
263
State Street Health Care Select Sector SPDR ETF
XLV
$40.1B
$29.9K ﹤0.01%
215
-200
QCOM icon
264
Qualcomm
QCOM
$183B
$29.8K ﹤0.01%
179
FBND icon
265
Fidelity Total Bond ETF
FBND
$22.9B
$29.6K ﹤0.01%
641
XLE icon
266
State Street Energy Select Sector SPDR ETF
XLE
$27.2B
$29.6K ﹤0.01%
331
-110
DTD icon
267
WisdomTree US Total Dividend Fund
DTD
$1.47B
$29.4K ﹤0.01%
350
TSM icon
268
TSMC
TSM
$1.51T
$28.8K ﹤0.01%
103
CMCSA icon
269
Comcast
CMCSA
$98.5B
$28.6K ﹤0.01%
909
-100
EPD icon
270
Enterprise Products Partners
EPD
$69.2B
$28.3K ﹤0.01%
904
PIN icon
271
Invesco India ETF
PIN
$199M
$27.9K ﹤0.01%
1,112
HOG icon
272
Harley-Davidson
HOG
$2.86B
$27.9K ﹤0.01%
999
LPLA icon
273
LPL Financial
LPLA
$28.4B
$27.8K ﹤0.01%
84
IUSG icon
274
iShares Core S&P US Growth ETF
IUSG
$26.1B
$27.8K ﹤0.01%
169
BDX icon
275
Becton Dickinson
BDX
$54.4B
$27.7K ﹤0.01%
148
9 10
11
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