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
CMG icon
401
Chipotle Mexican Grill
CMG
$40.4B
$5.02K ﹤0.01%
100
SCJ icon
402
iShares MSCI Japan Small-Cap ETF
SCJ
$155M
$4.99K ﹤0.01%
65
EQH icon
403
Equitable Holdings
EQH
$13.1B
$4.88K ﹤0.01%
94
-50
FBIN icon
404
Fortune Brands Innovations
FBIN
$5.97B
$4.87K ﹤0.01%
80
BBWI icon
405
Bath & Body Works
BBWI
$4.72B
$4.85K ﹤0.01%
160
VRT icon
406
Vertiv
VRT
$68.7B
$4.84K ﹤0.01%
67
BA icon
407
Boeing
BA
$148B
$4.78K ﹤0.01%
28
LYFT icon
408
Lyft
LYFT
$8.8B
$4.75K ﹤0.01%
400
FBCG icon
409
Fidelity Blue Chip Growth ETF
FBCG
$4.97B
$4.6K ﹤0.01%
115
STZ icon
410
Constellation Brands
STZ
$22.3B
$4.59K ﹤0.01%
25
BWA icon
411
BorgWarner
BWA
$9.61B
$4.58K ﹤0.01%
160
MSM icon
412
MSC Industrial Direct
MSM
$4.91B
$4.58K ﹤0.01%
+59
VNQ icon
413
Vanguard Real Estate ETF
VNQ
$33.8B
$4.53K ﹤0.01%
50
+1
ZBH icon
414
Zimmer Biomet
ZBH
$17.5B
$4.53K ﹤0.01%
40
ECNS icon
415
iShares MSCI China Small-Cap ETF
ECNS
$110M
$4.44K ﹤0.01%
160
WBD icon
416
Warner Bros
WBD
$56.2B
$4.32K ﹤0.01%
403
+7
AVUS icon
417
Avantis US Equity ETF
AVUS
$9.79B
$4.16K ﹤0.01%
45
GD icon
418
General Dynamics
GD
$93.6B
$4.09K ﹤0.01%
15
NEM icon
419
Newmont
NEM
$91B
$4.06K ﹤0.01%
84
LAC
420
Lithium Americas
LAC
$1.21B
$4.05K ﹤0.01%
1,495
SCHD icon
421
Schwab US Dividend Equity ETF
SCHD
$69.9B
$4.03K ﹤0.01%
144
KLG
422
DELISTED
WK Kellogg Co
KLG
$3.99K ﹤0.01%
+200
EFV icon
423
iShares MSCI EAFE Value ETF
EFV
$27.8B
$3.95K ﹤0.01%
67
CCI icon
424
Crown Castle
CCI
$39B
$3.75K ﹤0.01%
36
VEU icon
425
Vanguard FTSE All-World ex-US ETF
VEU
$51.1B
$3.7K ﹤0.01%
61
-64