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
ITW icon
401
Illinois Tool Works
ITW
$71.8B
$7.56K ﹤0.01%
29
MTN icon
402
Vail Resorts
MTN
$4.99B
$7.48K ﹤0.01%
50
RGTI icon
403
Rigetti Computing
RGTI
$7.74B
$7.45K ﹤0.01%
+250
XMMO icon
404
Invesco S&P MidCap Momentum ETF
XMMO
$4.93B
$7.44K ﹤0.01%
55
ISCB icon
405
iShares Morningstar Small-Cap ETF
ISCB
$255M
$7.29K ﹤0.01%
115
BAH icon
406
Booz Allen Hamilton
BAH
$10B
$7.2K ﹤0.01%
72
NEM icon
407
Newmont
NEM
$100B
$7.08K ﹤0.01%
84
KMI icon
408
Kinder Morgan
KMI
$60.7B
$6.94K ﹤0.01%
245
BAC icon
409
Bank of America
BAC
$389B
$6.86K ﹤0.01%
133
LFMD icon
410
LifeMD
LFMD
$172M
$6.79K ﹤0.01%
+1,000
SOLV icon
411
Solventum
SOLV
$14.8B
$6.79K ﹤0.01%
93
MET icon
412
MetLife
MET
$50.3B
$6.59K ﹤0.01%
80
WRAP icon
413
Wrap Technologies
WRAP
$106M
$6.51K ﹤0.01%
3,000
MCK icon
414
McKesson
MCK
$106B
$6.49K ﹤0.01%
8
ECNS icon
415
iShares MSCI China Small-Cap ETF
ECNS
$103M
$6.31K ﹤0.01%
160
FBCG icon
416
Fidelity Blue Chip Growth ETF
FBCG
$5.2B
$6.17K ﹤0.01%
115
BA icon
417
Boeing
BA
$142B
$6.04K ﹤0.01%
28
SCJ icon
418
iShares MSCI Japan Small-Cap ETF
SCJ
$167M
$5.98K ﹤0.01%
65
SQM icon
419
Sociedad Química y Minera de Chile
SQM
$18.3B
$5.89K ﹤0.01%
137
CCL icon
420
Carnival Corp
CCL
$34B
$5.78K ﹤0.01%
200
-580
EOLS icon
421
Evolus
EOLS
$442M
$5.69K ﹤0.01%
927
MA icon
422
Mastercard
MA
$488B
$5.69K ﹤0.01%
10
LTH icon
423
Life Time Group Holdings
LTH
$6.01B
$5.52K ﹤0.01%
200
DOV icon
424
Dover
DOV
$25.4B
$5.5K ﹤0.01%
33
+3
MSM icon
425
MSC Industrial Direct
MSM
$4.81B
$5.44K ﹤0.01%
59