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
$756M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$18.5M
3
+$10.1M
4
RECS icon
Columbia Research Enhanced Core ETF
RECS
+$6.42M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.89M

Top Sells

1
+$4.76M
2
+$4.08M
3
+$3.73M
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$2.11M
5
VUG icon
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
PEP icon
151
PepsiCo
PEP
$199B
$98.2K 0.01%
744
-210
AEE icon
152
Ameren
AEE
$28.3B
$97.9K 0.01%
1,019
EFA icon
153
iShares MSCI EAFE ETF
EFA
$68.7B
$97.8K 0.01%
1,094
WM icon
154
Waste Management
WM
$84.3B
$96.8K 0.01%
423
AMGN icon
155
Amgen
AMGN
$181B
$94K 0.01%
337
+2
CGUS icon
156
Capital Group Core Equity ETF
CGUS
$7.39B
$92.5K 0.01%
2,505
+325
IHDG icon
157
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.37B
$88.9K 0.01%
1,973
REET icon
158
iShares Global REIT ETF
REET
$3.83B
$88.5K 0.01%
3,584
XEL icon
159
Xcel Energy
XEL
$47.4B
$86.9K 0.01%
1,276
UNP icon
160
Union Pacific
UNP
$132B
$86.6K 0.01%
376
+1
VZ icon
161
Verizon
VZ
$173B
$84.6K 0.01%
1,956
-233
RWR icon
162
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
$84.4K 0.01%
875
IVW icon
163
iShares S&P 500 Growth ETF
IVW
$66.2B
$83K 0.01%
754
SOXX icon
164
iShares Semiconductor ETF
SOXX
$15.7B
$81.7K 0.01%
342
VGT icon
165
Vanguard Information Technology ETF
VGT
$109B
$81.6K 0.01%
123
IVE icon
166
iShares S&P 500 Value ETF
IVE
$42.4B
$81.5K 0.01%
417
ARKW icon
167
ARK Web x.0 ETF
ARKW
$2.45B
$81.5K 0.01%
552
MRK icon
168
Merck
MRK
$231B
$81.5K 0.01%
1,029
-665
MMM icon
169
3M
MMM
$90.6B
$81.3K 0.01%
534
AMAT icon
170
Applied Materials
AMAT
$178B
$81K 0.01%
443
+1
SMOT icon
171
VanEck Morningstar SMID Moat ETF
SMOT
$415M
$80.2K 0.01%
2,305
PRU icon
172
Prudential Financial
PRU
$37.5B
$79.5K 0.01%
740
+7
NUSC icon
173
Nuveen ESG Small-Cap ETF
NUSC
$1.18B
$78.8K 0.01%
1,935
+82
FIS icon
174
Fidelity National Information Services
FIS
$33.3B
$78.8K 0.01%
967
-103
AMD icon
175
Advanced Micro Devices
AMD
$404B
$76.8K 0.01%
541
+12
5 6
7
8 9