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
$206M
AUM Growth
+$8.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$424K
2
+$263K
3
+$241K
4
NSC icon
Norfolk Southern
NSC
+$217K
5
WFC icon
Wells Fargo
WFC
+$216K

Top Sells

1
+$1.07M
2
+$438K
3
+$395K
4
VUG icon
Vanguard Growth ETF
VUG
+$327K
5
GE icon
GE Aerospace
GE
+$277K

Sector Composition

1 Healthcare 18.49%
2 Consumer Staples 2.18%
3 Financials 2.02%
4 Technology 1.76%
5 Energy 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$708K 0.34%
24,000
+200
27
$691K 0.34%
23,517
+61
28
$682K 0.33%
7,562
+5
29
$682K 0.33%
3,466
30
$642K 0.31%
17,100
-78
31
$641K 0.31%
3,232
+37
32
$633K 0.31%
7,573
-3,308
33
$605K 0.29%
3,514
34
$592K 0.29%
5,569
+4
35
$573K 0.28%
6,856
+326
36
$560K 0.27%
12,488
37
$558K 0.27%
3,567
-141
38
$504K 0.24%
3,450
39
$478K 0.23%
5,766
-477
40
$432K 0.21%
2,481
41
$409K 0.2%
10,480
42
$378K 0.18%
3,618
43
$370K 0.18%
2,522
44
$348K 0.17%
5,236
45
$336K 0.16%
3,325
+100
46
$322K 0.16%
4,507
-2,216
47
$317K 0.15%
5,000
48
$309K 0.15%
7,724
49
$307K 0.15%
2,200
+220
50
$305K 0.15%
15,426
1
2
3