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
EXAS icon
176
Exact Sciences
EXAS
$12.7B
$76.5K 0.01%
1,440
PG icon
177
Procter & Gamble
PG
$346B
$74.7K 0.01%
469
+1
IEV icon
178
iShares Europe ETF
IEV
$2.24B
$72.6K 0.01%
1,147
+20
KMB icon
179
Kimberly-Clark
KMB
$34.5B
$72.2K 0.01%
560
ARKQ icon
180
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.45B
$71.1K 0.01%
797
TJX icon
181
TJX Companies
TJX
$163B
$70.1K 0.01%
568
WMT icon
182
Walmart
WMT
$817B
$69.6K 0.01%
712
ESGD icon
183
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.4B
$68.3K 0.01%
765
JAAA icon
184
Janus Henderson AAA CLO ETF
JAAA
$25.1B
$68K 0.01%
1,340
-203
SCHW icon
185
Charles Schwab
SCHW
$169B
$64.3K 0.01%
705
SLV icon
186
iShares Silver Trust
SLV
$24.7B
$64.1K 0.01%
1,955
K icon
187
Kellanova
K
$29B
$63.6K 0.01%
800
QUAL icon
188
iShares MSCI USA Quality Factor ETF
QUAL
$53.3B
$63.6K 0.01%
348
-275
NFG icon
189
National Fuel Gas
NFG
$7.3B
$63.5K 0.01%
750
ABT icon
190
Abbott
ABT
$225B
$60.6K 0.01%
446
FISV
191
Fiserv Inc
FISV
$34.7B
$57.1K 0.01%
331
XLV icon
192
Health Care Select Sector SPDR Fund
XLV
$37.4B
$55.9K 0.01%
415
-85
SMMD icon
193
iShares Russell 2500 ETF
SMMD
$1.68B
$55.2K 0.01%
815
-780
DVY icon
194
iShares Select Dividend ETF
DVY
$20.7B
$53.6K 0.01%
404
+4
GOOGL icon
195
Alphabet (Google) Class A
GOOGL
$3.34T
$52.9K 0.01%
300
TMO icon
196
Thermo Fisher Scientific
TMO
$217B
$52.3K 0.01%
129
VYM icon
197
Vanguard High Dividend Yield ETF
VYM
$65.3B
$51.3K 0.01%
385
SPG icon
198
Simon Property Group
SPG
$59.7B
$50.6K 0.01%
315
VBR icon
199
Vanguard Small-Cap Value ETF
VBR
$30.9B
$47.8K 0.01%
245
-45
MGEE icon
200
MGE Energy Inc
MGEE
$3.06B
$46.7K 0.01%
528
6 7
8
9 10