IWA

Inspirion Wealth Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 11.72%
This Quarter Est. Return
1 Year Est. Return
+11.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$12.3M
3
+$9.83M
4
ABT icon
Abbott
ABT
+$7.05M
5
WBA
Walgreens Boots Alliance
WBA
+$5.73M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 25.81%
2 Energy 6.64%
3 Real Estate 3.12%
4 Industrials 2.07%
5 Technology 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$611K 0.57%
+3,983
27
$593K 0.55%
+4,797
28
$524K 0.49%
+24,702
29
$478K 0.44%
+3,185
30
$473K 0.44%
+6,854
31
$439K 0.41%
+5,100
32
$439K 0.41%
+7,165
33
$422K 0.39%
+5,000
34
$408K 0.38%
+4,414
35
$400K 0.37%
+9,992
36
$380K 0.35%
+4,711
37
$358K 0.33%
+3,821
38
$356K 0.33%
+7,220
39
$332K 0.31%
+3,250
40
$330K 0.31%
+3,728
41
$324K 0.3%
+5,465
42
$303K 0.28%
+3,204
43
$292K 0.27%
+6,232
44
$280K 0.26%
+2,396
45
$279K 0.26%
+2,667
46
$272K 0.25%
+9,486
47
$270K 0.25%
+2,153
48
$266K 0.25%
+2,532
49
$231K 0.21%
+3,225
50
$229K 0.21%
+3,500
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