IWP

IAG Wealth Partners Portfolio holdings

AUM $756M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$643M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1 +$42M
2 +$30.7M
3 +$8.74M
4
HTAB icon
Hartford Schroders Tax-Aware Bond ETF
HTAB
+$8.46M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.53M

Sector Composition

1 Technology 0.63%
2 Financials 0.56%
3 Healthcare 0.44%
4 Industrials 0.26%
5 Utilities 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KMI icon
376
Kinder Morgan
KMI
$59.1B
$6.99K ﹤0.01%
245
WWJD icon
377
Inspire International ETF
WWJD
$392M
$6.89K ﹤0.01%
224
DFS
378
DELISTED
Discover Financial Services
DFS
$6.83K ﹤0.01%
40
NCLH icon
379
Norwegian Cruise Line
NCLH
$8.68B
$6.83K ﹤0.01%
360
-140
MDLZ icon
380
Mondelez International
MDLZ
$73.8B
$6.79K ﹤0.01%
100
+50
IYE icon
381
iShares US Energy ETF
IYE
$1.16B
$6.66K ﹤0.01%
135
ASML icon
382
ASML
ASML
$395B
$6.63K ﹤0.01%
10
ADI icon
383
Analog Devices
ADI
$112B
$6.45K ﹤0.01%
32
MET icon
384
MetLife
MET
$50.3B
$6.42K ﹤0.01%
80
CW icon
385
Curtiss-Wright
CW
$21.3B
$6.35K ﹤0.01%
20
XMMO icon
386
Invesco S&P MidCap Momentum ETF
XMMO
$5.96B
$6.26K ﹤0.01%
55
-19
HRL icon
387
Hormel Foods
HRL
$12.1B
$6.19K ﹤0.01%
200
LTH icon
388
Life Time Group Holdings
LTH
$5.63B
$6.04K ﹤0.01%
200
PHM icon
389
Pultegroup
PHM
$23.3B
$5.76K ﹤0.01%
56
PLD icon
390
Prologis
PLD
$117B
$5.59K ﹤0.01%
50
-25
BAC icon
391
Bank of America
BAC
$388B
$5.55K ﹤0.01%
133
MA icon
392
Mastercard
MA
$496B
$5.48K ﹤0.01%
10
SQM icon
393
Sociedad Química y Minera de Chile
SQM
$13.9B
$5.44K ﹤0.01%
137
CVS icon
394
CVS Health
CVS
$100B
$5.28K ﹤0.01%
78
-157
DOV icon
395
Dover
DOV
$24.7B
$5.27K ﹤0.01%
30
GEV icon
396
GE Vernova
GEV
$156B
$5.19K ﹤0.01%
17
WRAP icon
397
Wrap Technologies
WRAP
$106M
$5.13K ﹤0.01%
3,000
IYT icon
398
iShares US Transportation ETF
IYT
$620M
$5.12K ﹤0.01%
80
AG icon
399
First Majestic Silver
AG
$5.59B
$5.12K ﹤0.01%
765
BSX icon
400
Boston Scientific
BSX
$148B
$5.04K ﹤0.01%
50