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
$715M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$8.86M
3
+$7.35M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.82M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.42M

Top Sells

1
+$4.65M
2
+$2.95M
3
+$2.91M
4
ABT icon
Abbott
ABT
+$1.21M
5
FUMB icon
First Trust Ultra Short Duration Municipal ETF
FUMB
+$1.21M

Sector Composition

1 Healthcare 10.89%
2 Technology 4.37%
3 Financials 1.49%
4 Consumer Staples 1.23%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 0.46%
137,877
+3,151
27
$3.23M 0.45%
62,223
+2,477
28
$2.61M 0.36%
125,017
-2,957
29
$2.49M 0.35%
46,964
30
$2.42M 0.34%
5,620
+183
31
$2.36M 0.33%
52,091
+2,839
32
$2.36M 0.33%
14,095
+80
33
$2.34M 0.33%
46,258
34
$2.25M 0.31%
9,249
-355
35
$2.13M 0.3%
34,179
-2,208
36
$2.01M 0.28%
18,190
37
$1.95M 0.27%
96,936
-59,929
38
$1.91M 0.27%
10,248
-58
39
$1.9M 0.27%
21,876
-1,279
40
$1.88M 0.26%
3,252
+16
41
$1.58M 0.22%
29,837
+733
42
$1.57M 0.22%
7,929
-66
43
$1.55M 0.22%
9,079
-26
44
$1.54M 0.22%
19,652
45
$1.52M 0.21%
44,212
-1,898
46
$1.52M 0.21%
52,377
+420
47
$1.5M 0.21%
3,266
48
$1.5M 0.21%
6,180
+50
49
$1.43M 0.2%
14,967
-723
50
$1.4M 0.2%
5,312
1
2
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