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

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
UNH icon
276
UnitedHealth
UNH
$294B
$27.6K ﹤0.01%
80
YUM icon
277
Yum! Brands
YUM
$41B
$27.1K ﹤0.01%
178
AMD icon
278
Advanced Micro Devices
AMD
$350B
$26.7K ﹤0.01%
165
-376
CPT icon
279
Camden Property Trust
CPT
$11.3B
$26.7K ﹤0.01%
250
SPLV icon
280
Invesco S&P 500 Low Volatility ETF
SPLV
$7.49B
$25.7K ﹤0.01%
350
KTOS icon
281
Kratos Defense & Security Solutions
KTOS
$12B
$25.1K ﹤0.01%
275
SCZ icon
282
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.4B
$25K ﹤0.01%
326
DHR icon
283
Danaher
DHR
$160B
$25K ﹤0.01%
126
NOW icon
284
ServiceNow
NOW
$171B
$24.8K ﹤0.01%
27
+18
CNI icon
285
Canadian National Railway
CNI
$59.1B
$24.7K ﹤0.01%
262
-30
NUMV icon
286
Nuveen ESG Mid-Cap Value ETF
NUMV
$407M
$24.5K ﹤0.01%
634
HDV icon
287
iShares Core High Dividend ETF
HDV
$11.7B
$24.5K ﹤0.01%
200
COF icon
288
Capital One
COF
$142B
$24.4K ﹤0.01%
115
NOBL icon
289
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$24.2K ﹤0.01%
235
CHD icon
290
Church & Dwight Co
CHD
$20.1B
$23.7K ﹤0.01%
270
LYB icon
291
LyondellBasell Industries
LYB
$15.4B
$23.3K ﹤0.01%
475
PPG icon
292
PPG Industries
PPG
$22.5B
$22.8K ﹤0.01%
217
AVMC icon
293
Avantis US Mid Cap Equity ETF
AVMC
$245M
$22.5K ﹤0.01%
324
ROP icon
294
Roper Technologies
ROP
$47.8B
$22.4K ﹤0.01%
45
GNRC icon
295
Generac Holdings
GNRC
$9.11B
$22.3K ﹤0.01%
133
WINN icon
296
Harbor Long-Term Growers ETF
WINN
$1.08B
$21.8K ﹤0.01%
700
UAL icon
297
United Airlines
UAL
$33.8B
$21.4K ﹤0.01%
222
COP icon
298
ConocoPhillips
COP
$110B
$21.3K ﹤0.01%
+225
MPW icon
299
Medical Properties Trust
MPW
$3.37B
$21K ﹤0.01%
4,146
+79
VIGI icon
300
Vanguard International Dividend Appreciation ETF
VIGI
$8.91B
$21K ﹤0.01%
234