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
$143M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$826K
3
+$716K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$503K
5
MMM icon
3M
MMM
+$316K

Top Sells

1
+$498K
2
+$208K
3
+$187K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$26.2K
5
MLPN
Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020
MLPN
+$20.4K

Sector Composition

1 Healthcare 20.69%
2 Energy 3.64%
3 Industrials 2.01%
4 Technology 1.61%
5 Real Estate 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.16%
3,125
+18
52
$215K 0.15%
+2,192
53
$214K 0.15%
+9,354
54
$210K 0.15%
2,049
55
$208K 0.15%
+3,618
56
$208K 0.15%
1,557
57
$56K 0.04%
+10,000
58
$35K 0.02%
1,726
59
– –
-4,644
1 2
3