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
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$12.3M
3 +$9.83M
4
ABT icon
Abbott
ABT
+$7.05M
5
WBA
Walgreens Boots Alliance
WBA
+$5.73M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 25.81%
2 Energy 6.64%
3 Real Estate 3.12%
4 Industrials 2.07%
5 Technology 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$214K 0.2%
+2,300
52
$213K 0.2%
+1,552
53
$205K 0.19%
+3,884
54
$202K 0.19%
+10,000
55
$200K 0.19%
+1,825
56
$117K 0.11%
+14,500
57
$82K 0.08%
+11,538
58
$72K 0.07%
+1,226