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
$296M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$24.8M
3
+$759K
4
ABBV icon
AbbVie
ABBV
+$387K
5
JPM icon
JPMorgan Chase
JPM
+$229K

Top Sells

1
+$603K
2
+$237K
3
+$161K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$141K
5
VHT icon
Vanguard Health Care ETF
VHT
+$115K

Sector Composition

1 Healthcare 12.84%
2 Real Estate 2.37%
3 Technology 1.84%
4 Consumer Staples 1.8%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.41%
8,157
-409
27
$1.09M 0.37%
3,366
+455
28
$1.04M 0.35%
13,431
-600
29
$983K 0.33%
16,664
-796
30
$843K 0.28%
23,931
-84
31
$786K 0.27%
8,013
+9
32
$782K 0.26%
4,925
33
$761K 0.26%
12,111
34
$749K 0.25%
3,309
+94
35
$737K 0.25%
8,811
36
$688K 0.23%
3,482
37
$681K 0.23%
23,087
+1,636
38
$671K 0.23%
5,599
+4
39
$603K 0.2%
3,482
40
$601K 0.2%
6,840
-538
41
$551K 0.19%
5,960
-580
42
$501K 0.17%
5,396
+1,312
43
$493K 0.17%
11,198
+719
44
$464K 0.16%
3,618
45
$458K 0.15%
2,573
+1
46
$434K 0.15%
2,162
+25
47
$428K 0.14%
2,000
48
$420K 0.14%
2,481
49
$399K 0.13%
13,100
50
$387K 0.13%
2,335
+1
1
2
3 4