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
EPD icon
251
Enterprise Products Partners
EPD
$71B
$28K ﹤0.01%
904
DTD icon
252
WisdomTree US Total Dividend Fund
DTD
$1.5B
$27.8K ﹤0.01%
350
LYB icon
253
LyondellBasell Industries
LYB
$16.3B
$27.5K ﹤0.01%
475
GE icon
254
GE Aerospace
GE
$343B
$26.5K ﹤0.01%
103
YUM icon
255
Yum! Brands
YUM
$44.6B
$26.4K ﹤0.01%
178
CHD icon
256
Church & Dwight Co
CHD
$21.7B
$25.9K ﹤0.01%
270
ROP icon
257
Roper Technologies
ROP
$44.6B
$25.5K ﹤0.01%
45
BDX icon
258
Becton Dickinson
BDX
$59.2B
$25.5K ﹤0.01%
148
SPLV icon
259
Invesco S&P 500 Low Volatility ETF
SPLV
$7.41B
$25.5K ﹤0.01%
350
IUSG icon
260
iShares Core S&P US Growth ETF
IUSG
$26.6B
$25.4K ﹤0.01%
169
UNH icon
261
UnitedHealth
UNH
$300B
$25K ﹤0.01%
80
DHR icon
262
Danaher
DHR
$167B
$24.8K ﹤0.01%
126
PPG icon
263
PPG Industries
PPG
$24.7B
$24.7K ﹤0.01%
217
BMI icon
264
Badger Meter
BMI
$5.04B
$24.5K ﹤0.01%
100
COF icon
265
Capital One
COF
$153B
$24.5K ﹤0.01%
115
+40
SCZ icon
266
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$23.7K ﹤0.01%
326
NOBL icon
267
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$23.7K ﹤0.01%
235
HOG icon
268
Harley-Davidson
HOG
$2.42B
$23.6K ﹤0.01%
999
LIN icon
269
Linde
LIN
$205B
$23.5K ﹤0.01%
50
HDV icon
270
iShares Core High Dividend ETF
HDV
$12.3B
$23.4K ﹤0.01%
+200
TSM icon
271
TSMC
TSM
$1.78T
$23.3K ﹤0.01%
103
HELP
272
Cybin Inc. Common Stock
HELP
$390M
$23.1K ﹤0.01%
2,750
GDX icon
273
VanEck Gold Miners ETF
GDX
$29B
$23K ﹤0.01%
442
+207
FTAI icon
274
FTAI Aviation
FTAI
$28B
$23K ﹤0.01%
200
PLTR icon
275
Palantir
PLTR
$407B
$22.9K ﹤0.01%
168