IWP
IAG Wealth Partners Portfolio holdings
AUM
$833M
1-Year Est. Return
11.04%
1 Year Est. Return
+11.04%
AUM
$756M
AUM Growth
+$112M
(+17%)
Holding
529
Top Buys
| 1 | +$25.8M | |
| 2 | +$18.5M | |
| 3 | +$10.1M | |
| 4 |
Columbia Research Enhanced Core ETF
RECS
|
+$6.42M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.89M |
Top Sells
| 1 | +$4.76M | |
| 2 | +$4.08M | |
| 3 | +$3.73M | |
| 4 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
+$2.11M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.56M |
Sector Composition
| 1 | Technology | 0.61% |
| 2 | Financials | 0.48% |
| 3 | Healthcare | 0.31% |
| 4 | Industrials | 0.25% |
| 5 | Consumer Discretionary | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Wynn Resorts
WYNN
$12.6B
| – | – |
-205
|
|
||
|
BTX
527
BlackRock Technology and Private Equity Term Trust
BTX
$774M
| – | – |
0
|
|
||
|
QVCGA
528
QVC Group Inc Series A
QVCGA
$52.9M
| – | – |
0
|
|
||
|
BKCG
529
BNY Mellon Concentrated Growth ETF
BKCG
$123M
| – | – |
-717
|
|