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
$643M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1 +$42M
2 +$30.7M
3 +$8.74M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$8.46M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.53M

Sector Composition

1 Technology 0.63%
2 Financials 0.56%
3 Healthcare 0.44%
4 Industrials 0.26%
5 Utilities 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DTD icon
251
WisdomTree US Total Dividend Fund
DTD
$1.46B
$26.9K ﹤0.01%
350
WPM icon
252
Wheaton Precious Metals
WPM
$45B
$26.8K ﹤0.01%
345
ROP icon
253
Roper Technologies
ROP
$48.1B
$26.5K ﹤0.01%
45
SPLV icon
254
Invesco S&P 500 Low Volatility ETF
SPLV
$7.69B
$26.2K ﹤0.01%
350
RCL icon
255
Royal Caribbean
RCL
$69.8B
$26.1K ﹤0.01%
127
DHR icon
256
Danaher
DHR
$148B
$25.7K ﹤0.01%
126
+1
MS icon
257
Morgan Stanley
MS
$258B
$25.6K ﹤0.01%
219
IRM icon
258
Iron Mountain
IRM
$30.8B
$25.4K ﹤0.01%
295
HOG icon
259
Harley-Davidson
HOG
$3.02B
$25.2K ﹤0.01%
999
MSTR icon
260
Strategy Inc
MSTR
$69.5B
$25.1K ﹤0.01%
87
MPW icon
261
Medical Properties Trust
MPW
$3.05B
$24.2K ﹤0.01%
4,006
+81
NOBL icon
262
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$24K ﹤0.01%
235
PPG icon
263
PPG Industries
PPG
$21.6B
$23.7K ﹤0.01%
217
LIN icon
264
Linde
LIN
$196B
$23.3K ﹤0.01%
50
NVO icon
265
Novo Nordisk
NVO
$203B
$22.6K ﹤0.01%
326
FTAI icon
266
FTAI Aviation
FTAI
$16.8B
$22.2K ﹤0.01%
200
BKCG
267
BNY Mellon Concentrated Growth ETF
BKCG
$123M
$22.1K ﹤0.01%
+717
VIGI icon
268
Vanguard International Dividend Appreciation ETF
VIGI
$8.48B
$21.7K ﹤0.01%
262
NUMV icon
269
Nuveen ESG Mid-Cap Value ETF
NUMV
$401M
$21.7K ﹤0.01%
634
IUSG icon
270
iShares Core S&P US Growth ETF
IUSG
$25.8B
$21.5K ﹤0.01%
169
SHW icon
271
Sherwin-Williams
SHW
$84.3B
$21K ﹤0.01%
60
SCZ icon
272
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
$20.7K ﹤0.01%
326
GE icon
273
GE Aerospace
GE
$324B
$20.6K ﹤0.01%
103
IHF icon
274
iShares US Healthcare Providers ETF
IHF
$793M
$20.6K ﹤0.01%
390
BMY icon
275
Bristol-Myers Squibb
BMY
$95B
$20.4K ﹤0.01%
335