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
SDY icon
151
State Street SPDR S&P Dividend ETF
SDY
$20B
$114K 0.01%
815
NUBD icon
152
Nuveen ESG US Aggregate Bond ETF
NUBD
$448M
$113K 0.01%
5,016
RDVY icon
153
First Trust Rising Dividend Achievers ETF
RDVY
$18.2B
$108K 0.01%
1,600
AEE icon
154
Ameren
AEE
$27.9B
$106K 0.01%
1,019
GWW icon
155
W.W. Grainger
GWW
$44.9B
$103K 0.01%
108
XEL icon
156
Xcel Energy
XEL
$47.2B
$103K 0.01%
1,276
EFA icon
157
iShares MSCI EAFE ETF
EFA
$68.3B
$102K 0.01%
1,094
CGUS icon
158
Capital Group Core Equity ETF
CGUS
$7.97B
$99K 0.01%
2,505
ADP icon
159
Automatic Data Processing
ADP
$103B
$97.3K 0.01%
332
+1
UPS icon
160
United Parcel Service
UPS
$80.8B
$96.7K 0.01%
1,158
+10
ARKW icon
161
ARK Web x.0 ETF
ARKW
$2.12B
$96.4K 0.01%
552
AMGN icon
162
Amgen
AMGN
$182B
$95.5K 0.01%
339
+2
SOXX icon
163
iShares Semiconductor ETF
SOXX
$16.7B
$95.1K 0.01%
351
+9
WM icon
164
Waste Management
WM
$87B
$93.4K 0.01%
423
SO icon
165
Southern Company
SO
$98B
$92.3K 0.01%
974
-100
VGT icon
166
Vanguard Information Technology ETF
VGT
$113B
$91.8K 0.01%
123
REET icon
167
iShares Global REIT ETF
REET
$4B
$91.6K 0.01%
3,584
IHDG icon
168
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.26B
$90.9K 0.01%
1,973
AMAT icon
169
Applied Materials
AMAT
$203B
$90.8K 0.01%
444
+1
UNP icon
170
Union Pacific
UNP
$137B
$89.3K 0.01%
378
+2
ARKQ icon
171
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.54B
$88.9K 0.01%
797
RWR icon
172
State Street SPDR Dow Jones REIT ETF
RWR
$1.74B
$87.8K 0.01%
875
MRK icon
173
Merck
MRK
$253B
$86.9K 0.01%
1,035
+6
VZ icon
174
Verizon
VZ
$172B
$85.9K 0.01%
1,954
-2
NUSC icon
175
Nuveen ESG Small-Cap ETF
NUSC
$1.26B
$85.3K 0.01%
1,935