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
$212M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$751K
3
+$571K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$570K
5
OKTA icon
Okta
OKTA
+$519K

Top Sells

1
+$3.32M
2
+$983K
3
+$416K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$241K
5
TSLA icon
Tesla
TSLA
+$202K

Sector Composition

1 Healthcare 16.71%
2 Consumer Staples 2.18%
3 Technology 2.12%
4 Financials 1.69%
5 Energy 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.48%
14,611
27
$972K 0.46%
6,164
-1,526
28
$772K 0.36%
15,900
-1,200
29
$686K 0.32%
8,072
30
$680K 0.32%
4,369
-902
31
$677K 0.32%
24,000
32
$603K 0.28%
3,232
33
$596K 0.28%
7,206
+350
34
$590K 0.28%
3,586
+120
35
$579K 0.27%
5,576
+4
36
$572K 0.27%
23,578
+61
37
$550K 0.26%
3,507
-7
38
$540K 0.25%
12,578
+90
39
$519K 0.24%
+10,300
40
$492K 0.23%
3,516
-35
41
$442K 0.21%
5,431
-86
42
$438K 0.21%
10,480
43
$399K 0.19%
2,481
44
$399K 0.19%
4,700
45
$399K 0.19%
3,618
46
$382K 0.18%
5,000
47
$376K 0.18%
5,772
-208
48
$373K 0.18%
3,325
49
$365K 0.17%
+7,478
50
$363K 0.17%
2,700
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