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
$236M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$9.44M
2
+$1.75M
3
+$1.24M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$707K
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$413K

Top Sells

1
+$774K
2
+$544K
3
+$509K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$349K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$268K

Sector Composition

1 Healthcare 20.33%
2 Technology 2.3%
3 Consumer Staples 1.89%
4 Financials 1.69%
5 Energy 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$375K 0.16%
3,325
52
$362K 0.15%
2,125
53
$353K 0.15%
1,958
54
$335K 0.14%
5,015
-221
55
$315K 0.13%
15,426
56
$306K 0.13%
1,475
57
$304K 0.13%
2,025
-90
58
$304K 0.13%
2,200
59
$300K 0.13%
2,077
-419
60
$274K 0.12%
1,925
61
$274K 0.12%
7,724
62
$271K 0.11%
1,500
63
$266K 0.11%
4,916
-856
64
$247K 0.1%
6,419
65
$244K 0.1%
2,185
66
$238K 0.1%
1,945
67
$232K 0.1%
2,726
+353
68
$228K 0.1%
3,780
69
$221K 0.09%
+1,935
70
$221K 0.09%
5,144
71
$221K 0.09%
+1,887
72
$218K 0.09%
1,100
73
$215K 0.09%
4,033
-386
74
$96K 0.04%
2,064
+355
75
$86K 0.04%
10,000
1 2
3
4