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
$135M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.7M
3
+$1.5M
4
ABT icon
Abbott
ABT
+$1.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$713K

Top Sells

1
+$207K
2
+$103K
3
+$93K
4
T icon
AT&T
T
+$85.9K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$64.3K

Sector Composition

1 Healthcare 22.87%
2 Energy 4.62%
3 Real Estate 1.72%
4 Industrials 1.71%
5 Technology 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$587K 0.43%
3,774
-209
27
$587K 0.43%
21,884
-3,202
28
$586K 0.43%
24,702
29
$577K 0.43%
7,840
-874
30
$561K 0.41%
6,000
31
$442K 0.33%
+26,026
32
$434K 0.32%
3,185
33
$421K 0.31%
6,854
34
$417K 0.31%
5,000
35
$395K 0.29%
2,481
36
$394K 0.29%
4,711
37
$367K 0.27%
4,414
38
$362K 0.27%
3,728
39
$358K 0.26%
9,771
-2,800
40
$344K 0.25%
3,621
-300
41
$329K 0.24%
6,720
42
$294K 0.22%
2,103
+50
43
$290K 0.21%
6,232
-257
44
$285K 0.21%
+6,342
45
$270K 0.2%
2,432
46
$260K 0.19%
3,225
47
$256K 0.19%
2,741
+49
48
$242K 0.18%
10,000
49
$233K 0.17%
9,840
50
$230K 0.17%
3,107
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