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
SHW icon
301
Sherwin-Williams
SHW
$84.7B
$20.8K ﹤0.01%
60
QTEC icon
302
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.94B
$20.4K ﹤0.01%
89
DFUV icon
303
Dimensional US Marketwide Value ETF
DFUV
$12.6B
$20.4K ﹤0.01%
456
WMB icon
304
Williams Companies
WMB
$75B
$20.3K ﹤0.01%
321
SMH icon
305
VanEck Semiconductor ETF
SMH
$35.5B
$19.6K ﹤0.01%
60
JOBY icon
306
Joby Aviation
JOBY
$12.3B
$19.4K ﹤0.01%
1,200
+600
IHF icon
307
iShares US Healthcare Providers ETF
IHF
$759M
$19.3K ﹤0.01%
390
PYPL icon
308
PayPal
PYPL
$58.6B
$19.2K ﹤0.01%
287
-115
MAIN icon
309
Main Street Capital
MAIN
$5.19B
$19.1K ﹤0.01%
300
REGN icon
310
Regeneron Pharmaceuticals
REGN
$78.8B
$18.6K ﹤0.01%
+33
COPX icon
311
Global X Copper Miners ETF NEW
COPX
$3.56B
$18.5K ﹤0.01%
310
LHX icon
312
L3Harris
LHX
$50.9B
$18.3K ﹤0.01%
60
TTC icon
313
Toro Company
TTC
$6.9B
$18.3K ﹤0.01%
240
F icon
314
Ford
F
$52.4B
$18.3K ﹤0.01%
1,527
DRS icon
315
Leonardo DRS
DRS
$8.84B
$18.2K ﹤0.01%
400
NVO icon
316
Novo Nordisk
NVO
$215B
$18.1K ﹤0.01%
326
BMI icon
317
Badger Meter
BMI
$5.11B
$17.9K ﹤0.01%
100
QCLN icon
318
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$540M
$17.6K ﹤0.01%
420
TIP icon
319
iShares TIPS Bond ETF
TIP
$14.5B
$17.5K ﹤0.01%
157
+74
BX icon
320
Blackstone
BX
$113B
$17.1K ﹤0.01%
100
EMR icon
321
Emerson Electric
EMR
$74.1B
$17.1K ﹤0.01%
130
+5
AVXL icon
322
Anavex Life Sciences
AVXL
$341M
$16.7K ﹤0.01%
1,880
RWJ icon
323
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.55B
$16.7K ﹤0.01%
345
OTTR icon
324
Otter Tail
OTTR
$3.4B
$16.4K ﹤0.01%
200
DAL icon
325
Delta Air Lines
DAL
$41.9B
$16.3K ﹤0.01%
287