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
$435M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$4.37M
3
+$2.26M
4
AHCO icon
AdaptHealth
AHCO
+$2.16M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.42M

Top Sells

1
+$7.41M
2
+$2.27M
3
+$1.78M
4
ABT icon
Abbott
ABT
+$1.54M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.36M

Sector Composition

1 Healthcare 14.89%
2 Consumer Discretionary 7.97%
3 Technology 2.44%
4 Financials 1.56%
5 Consumer Staples 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 0.62%
7,812
+501
27
$2.47M 0.57%
48,925
+14,216
28
$2.25M 0.52%
5,250
-11
29
$2.16M 0.5%
+92,863
30
$1.83M 0.42%
29,602
+4,561
31
$1.6M 0.37%
51,808
-1,299
32
$1.53M 0.35%
9,340
33
$1.36M 0.31%
16,646
34
$1.33M 0.31%
11,735
35
$1.23M 0.28%
50,919
+850
36
$1.22M 0.28%
5,181
37
$1.15M 0.26%
28,431
+34
38
$1.08M 0.25%
25,459
39
$1.08M 0.25%
2,499
+1
40
$1.02M 0.23%
59,488
-70
41
$997K 0.23%
6,794
+10
42
$960K 0.22%
4,992
43
$907K 0.21%
6,240
-201
44
$888K 0.2%
11,034
+511
45
$853K 0.2%
3,124
-75
46
$844K 0.19%
2,996
+22
47
$831K 0.19%
17,664
48
$812K 0.19%
3,366
49
$767K 0.18%
3,238
-156
50
$766K 0.18%
5,659
+35
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