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

Top Buys

1
+$21.7M
2
+$16.4M
3
+$10.2M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$10.2M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$3.31M

Top Sells

1
+$18.1M
2
+$15M
3
+$2.72M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.85M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.28M

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
SMOT icon
176
VanEck Morningstar SMID Moat ETF
SMOT
$366M
$83.2K 0.01%
2,305
TJX icon
177
TJX Companies
TJX
$168B
$82.1K 0.01%
568
EXAS icon
178
Exact Sciences
EXAS
$19.2B
$78.8K 0.01%
1,440
PRU icon
179
Prudential Financial
PRU
$37.9B
$77.4K 0.01%
746
+6
CSCO icon
180
Cisco
CSCO
$300B
$77.2K 0.01%
1,129
-334
IVW icon
181
iShares S&P 500 Growth ETF
IVW
$66.4B
$75.5K 0.01%
625
-129
IEV icon
182
iShares Europe ETF
IEV
$1.59B
$75.1K 0.01%
1,147
SYM icon
183
Symbotic
SYM
$9.69B
$73K 0.01%
1,354
+534
IVE icon
184
iShares S&P 500 Value ETF
IVE
$47.2B
$72.7K 0.01%
352
-65
PG icon
185
Procter & Gamble
PG
$345B
$72.5K 0.01%
472
+3
SIL icon
186
Global X Silver Miners ETF NEW
SIL
$4.18B
$71.6K 0.01%
+1,000
ESGD icon
187
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$71.1K 0.01%
765
PEP icon
188
PepsiCo
PEP
$204B
$70.2K 0.01%
500
-244
NFG icon
189
National Fuel Gas
NFG
$7.43B
$69.3K 0.01%
750
GEV icon
190
GE Vernova
GEV
$157B
$68.9K 0.01%
112
+95
JAAA icon
191
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$68K 0.01%
1,340
K icon
192
Kellanova
K
$28.9B
$65.6K 0.01%
800
SOFI icon
193
SoFi Technologies
SOFI
$35B
$65K 0.01%
2,461
BABA icon
194
Alibaba
BABA
$392B
$63K 0.01%
353
+5
TMO icon
195
Thermo Fisher Scientific
TMO
$220B
$62.6K 0.01%
129
CTAS icon
196
Cintas
CTAS
$74.5B
$61.6K 0.01%
300
+120
SMMD icon
197
iShares Russell 2500 ETF
SMMD
$1.98B
$60.1K 0.01%
815
KMB icon
198
Kimberly-Clark
KMB
$36B
$59.4K 0.01%
478
-82
SPG icon
199
Simon Property Group
SPG
$60.4B
$59.1K 0.01%
315
MMM icon
200
3M
MMM
$90.6B
$58.3K 0.01%
376
-158
6 7
8
9 10