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
$212M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$751K
3
+$571K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$570K
5
OKTA icon
Okta
OKTA
+$519K

Top Sells

1
+$3.32M
2
+$983K
3
+$416K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$241K
5
TSLA icon
Tesla
TSLA
+$202K

Sector Composition

1 Healthcare 16.71%
2 Consumer Staples 2.18%
3 Technology 2.12%
4 Financials 1.69%
5 Energy 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$348K 0.16%
2,125
-6,000
52
$340K 0.16%
13,100
53
$339K 0.16%
5,236
54
$333K 0.16%
2,496
55
$312K 0.15%
1,958
56
$288K 0.14%
1,475
57
$280K 0.13%
2,115
58
$277K 0.13%
15,426
59
$267K 0.13%
2,200
60
$259K 0.12%
1,925
+75
61
$253K 0.12%
7,724
62
$251K 0.12%
1,100
63
$249K 0.12%
6,299
64
$246K 0.12%
1,945
-102
65
$240K 0.11%
4,223
-284
66
$238K 0.11%
2,185
67
$236K 0.11%
6,419
-500
68
$226K 0.11%
1,500
69
$222K 0.1%
4,419
+5
70
$213K 0.1%
+3,780
71
$211K 0.1%
5,144
72
$207K 0.1%
+12,470
73
$207K 0.1%
2,373
74
$200K 0.09%
1,688
75
$99K 0.05%
1,709
1 2
3
4