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
WTS icon
376
Watts Water Technologies
WTS
$9.1B
$9.78K ﹤0.01%
35
ARKG icon
377
ARK Genomic Revolution ETF
ARKG
$1.2B
$9.75K ﹤0.01%
351
OSCR icon
378
Oscar Health
OSCR
$4.79B
$9.58K ﹤0.01%
+506
RSP icon
379
Invesco S&P 500 Equal Weight ETF
RSP
$74.3B
$9.48K ﹤0.01%
50
AG icon
380
First Majestic Silver
AG
$7.61B
$9.4K ﹤0.01%
765
XLK icon
381
Technology Select Sector SPDR Fund
XLK
$93.6B
$9.3K ﹤0.01%
+33
BMNR
382
BitMine Immersion Technologies
BMNR
$11.1B
$9.29K ﹤0.01%
+179
MPWR icon
383
Monolithic Power Systems
MPWR
$44.5B
$9.21K ﹤0.01%
+10
HYG icon
384
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$9.17K ﹤0.01%
113
BND icon
385
Vanguard Total Bond Market
BND
$142B
$9.15K ﹤0.01%
123
XLI icon
386
Industrial Select Sector SPDR Fund
XLI
$23.9B
$9.1K ﹤0.01%
+59
ADBE icon
387
Adobe
ADBE
$135B
$8.82K ﹤0.01%
25
LYFT icon
388
Lyft
LYFT
$8.56B
$8.8K ﹤0.01%
400
CROX icon
389
Crocs
CROX
$4.5B
$8.36K ﹤0.01%
100
ESML icon
390
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.02B
$8.34K ﹤0.01%
185
VTIP icon
391
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$8.25K ﹤0.01%
163
+154
SYY icon
392
Sysco
SYY
$36.4B
$8.23K ﹤0.01%
100
OKE icon
393
Oneok
OKE
$46.4B
$8.17K ﹤0.01%
112
PBA icon
394
Pembina Pipeline
PBA
$22.6B
$8.09K ﹤0.01%
200
INFY icon
395
Infosys
INFY
$72.3B
$8.07K ﹤0.01%
496
WWJD icon
396
Inspire International ETF
WWJD
$414M
$7.9K ﹤0.01%
224
RGA icon
397
Reinsurance Group of America
RGA
$12.7B
$7.88K ﹤0.01%
41
-7
ADI icon
398
Analog Devices
ADI
$130B
$7.86K ﹤0.01%
32
RIO icon
399
Rio Tinto
RIO
$117B
$7.79K ﹤0.01%
118
WBD icon
400
Warner Bros
WBD
$59.1B
$7.73K ﹤0.01%
396