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
$158M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$859K
3
+$657K
4
VUG icon
Vanguard Growth ETF
VUG
+$638K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$519K

Top Sells

1
+$1.22M
2
+$1.22M
3
+$974K
4
ETP
Energy Transfer Partners L.p.
ETP
+$731K
5
MDT icon
Medtronic
MDT
+$268K

Sector Composition

1 Healthcare 17.09%
2 Energy 3.21%
3 Industrials 1.99%
4 Technology 1.66%
5 Consumer Staples 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$818K 0.52%
25,467
+1,360
27
$645K 0.41%
7,843
-206
28
$642K 0.41%
20,544
29
$630K 0.4%
6,100
30
$594K 0.38%
6,578
+252
31
$527K 0.33%
3,235
+50
32
$517K 0.33%
5,555
+4
33
$517K 0.33%
3,466
34
$516K 0.33%
3,254
+461
35
$459K 0.29%
12,564
-47
36
$454K 0.29%
6,720
37
$451K 0.29%
3,705
+100
38
$425K 0.27%
2,481
39
$384K 0.24%
3,728
40
$374K 0.24%
7,000
+173
41
$372K 0.24%
6,348
+6
42
$361K 0.23%
10,000
43
$353K 0.22%
2,071
-5,713
44
$313K 0.2%
10,480
+200
45
$305K 0.19%
3,692
-86
46
$300K 0.19%
8,750
47
$288K 0.18%
15,426
-10,600
48
$279K 0.18%
3,225
49
$266K 0.17%
+7,706
50
$264K 0.17%
3,618
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