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
$135M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.7M
3
+$1.5M
4
ABT icon
Abbott
ABT
+$1.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$713K

Top Sells

1
+$207K
2
+$103K
3
+$93K
4
T icon
AT&T
T
+$85.9K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$64.3K

Sector Composition

1 Healthcare 22.87%
2 Energy 4.62%
3 Real Estate 1.72%
4 Industrials 1.71%
5 Technology 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.16%
5,611
+564
52
$205K 0.15%
1,925
+75
53
$200K 0.15%
1,552
54
$115K 0.09%
14,500
55
$74K 0.05%
11,538
56
– –
-13,550
57
$0 ﹤0.01%
1,326
58
– –
-3,618
1 2
3