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
$205M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$20M
3
+$10.5M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.6M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.51M

Top Sells

1
+$21.6M
2
+$21M
3
+$10.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.32M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.42M

Sector Composition

1 Healthcare 18.82%
2 Financials 2.19%
3 Consumer Staples 1.9%
4 Technology 1.83%
5 Real Estate 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.58%
7,690
-9,193
27
$1.07M 0.52%
6,100
28
$927K 0.45%
+30,993
29
$853K 0.42%
14,611
-500
30
$795K 0.39%
17,100
31
$774K 0.38%
5,271
-5,847
32
$720K 0.35%
24,000
33
$682K 0.33%
8,072
+510
34
$645K 0.32%
3,232
35
$636K 0.31%
3,466
36
$633K 0.31%
23,517
37
$575K 0.28%
5,572
+3
38
$553K 0.27%
12,488
39
$552K 0.27%
3,551
-16
40
$550K 0.27%
3,514
41
$511K 0.25%
6,856
42
$428K 0.21%
10,480
43
$416K 0.2%
5,517
-249
44
$386K 0.19%
5,980
-1,593
45
$376K 0.18%
3,618
46
$368K 0.18%
2,700
-750
47
$366K 0.18%
2,496
-26
48
$366K 0.18%
2,481
49
$340K 0.17%
4,700
+200
50
$337K 0.16%
5,000
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