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
$236M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$1.75M
3
+$1.24M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$707K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$413K

Top Sells

1
+$774K
2
+$544K
3
+$509K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$349K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$268K

Sector Composition

1 Healthcare 20.33%
2 Technology 2.3%
3 Consumer Staples 1.89%
4 Financials 1.69%
5 Energy 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.54%
4,371
-1,856
27
$989K 0.42%
14,611
28
$908K 0.39%
15,651
-249
29
$744K 0.32%
4,533
-1,631
30
$725K 0.31%
10,300
31
$720K 0.31%
7,957
-115
32
$707K 0.3%
24,000
33
$701K 0.3%
3,276
+44
34
$652K 0.28%
3,698
+112
35
$622K 0.26%
7,318
+112
36
$617K 0.26%
5,576
37
$598K 0.25%
23,578
38
$587K 0.25%
3,507
39
$559K 0.24%
3,437
-932
40
$540K 0.23%
12,488
-90
41
$526K 0.22%
3,499
-17
42
$473K 0.2%
4,720
+20
43
$456K 0.19%
2,481
44
$439K 0.19%
10,480
45
$419K 0.18%
7,378
-100
46
$416K 0.18%
5,000
47
$405K 0.17%
5,016
-415
48
$388K 0.16%
3,618
49
$380K 0.16%
13,100
50
$378K 0.16%
2,700
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