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
$205M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$20M
3
+$10.5M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.6M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.51M

Top Sells

1
+$21.6M
2
+$21M
3
+$10.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.32M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.42M

Sector Composition

1 Healthcare 18.82%
2 Financials 2.19%
3 Consumer Staples 1.9%
4 Technology 1.83%
5 Real Estate 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.16%
5,236
52
$319K 0.16%
3,325
53
$301K 0.15%
1,958
54
$282K 0.14%
2,200
55
$281K 0.14%
4,507
56
$276K 0.13%
15,426
57
$264K 0.13%
7,724
58
$263K 0.13%
1,475
-34
59
$260K 0.13%
13,100
60
$257K 0.13%
6,299
61
$253K 0.12%
2,115
62
$248K 0.12%
6,919
-692
63
$240K 0.12%
1,850
64
$238K 0.12%
2,185
65
$233K 0.11%
2,047
66
$229K 0.11%
1,100
67
$215K 0.11%
5,144
68
$212K 0.1%
1,688
69
$211K 0.1%
4,414
-196
70
$204K 0.1%
1,500
71
$204K 0.1%
+2,373
72
$202K 0.1%
11,385
73
$95K 0.05%
10,000
74
$76K 0.04%
1,709
75
– –
-2,223
1 2
3
4