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
HELP
326
Cybin Inc. Common Stock
HELP
$386M
$16.2K ﹤0.01%
2,750
EGP icon
327
EastGroup Properties
EGP
$10B
$16.1K ﹤0.01%
95
BKR icon
328
Baker Hughes
BKR
$51.1B
$15.8K ﹤0.01%
325
VLO icon
329
Valero Energy
VLO
$56B
$15.8K ﹤0.01%
93
TDG icon
330
TransDigm Group
TDG
$81.7B
$15.8K ﹤0.01%
+12
ALL icon
331
Allstate
ALL
$50.3B
$15.7K ﹤0.01%
73
EOG icon
332
EOG Resources
EOG
$57.1B
$15.6K ﹤0.01%
139
CCJ icon
333
Cameco
CCJ
$50.7B
$15.4K ﹤0.01%
184
NLR icon
334
VanEck Uranium + Nuclear Energy ETF
NLR
$4.43B
$15.3K ﹤0.01%
113
SNPE icon
335
Xtrackers S&P 500 ESG ETF
SNPE
$2.32B
$15.1K ﹤0.01%
252
AVA icon
336
Avista
AVA
$3.27B
$15.1K ﹤0.01%
400
BMY icon
337
Bristol-Myers Squibb
BMY
$112B
$15.1K ﹤0.01%
335
CDNS icon
338
Cadence Design Systems
CDNS
$86.4B
$15.1K ﹤0.01%
+43
TRN icon
339
Trinity Industries
TRN
$2.19B
$14.9K ﹤0.01%
+530
VNM icon
340
VanEck Vietnam ETF
VNM
$653M
$14.8K ﹤0.01%
827
ESGU icon
341
iShares ESG Aware MSCI USA ETF
ESGU
$15.8B
$14.6K ﹤0.01%
100
XYZ
342
Block Inc
XYZ
$40.1B
$14.5K ﹤0.01%
200
XLF icon
343
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$14.2K ﹤0.01%
264
+155
LOW icon
344
Lowe's Companies
LOW
$156B
$14.1K ﹤0.01%
56
OESX icon
345
Orion Energy Systems
OESX
$58.9M
$14K ﹤0.01%
1,600
+200
IOO icon
346
iShares Global 100 ETF
IOO
$8.12B
$13.8K ﹤0.01%
115
TXN icon
347
Texas Instruments
TXN
$174B
$13.8K ﹤0.01%
75
DXJ icon
348
WisdomTree Japan Hedged Equity Fund
DXJ
$5.56B
$13.7K ﹤0.01%
+107
CGXU icon
349
Capital Group International Focus Equity ETF
CGXU
$4.65B
$13.7K ﹤0.01%
462
IWB icon
350
iShares Russell 1000 ETF
IWB
$46.8B
$13.5K ﹤0.01%
37