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
$296M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$24.8M
3
+$759K
4
ABBV icon
AbbVie
ABBV
+$387K
5
JPM icon
JPMorgan Chase
JPM
+$229K

Top Sells

1
+$603K
2
+$237K
3
+$161K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$141K
5
VHT icon
Vanguard Health Care ETF
VHT
+$115K

Sector Composition

1 Healthcare 12.84%
2 Real Estate 2.37%
3 Technology 1.84%
4 Consumer Staples 1.8%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$383K 0.13%
2,039
52
$383K 0.13%
5,492
-358
53
$382K 0.13%
2,644
+78
54
$377K 0.13%
2,756
55
$376K 0.13%
2,630
+1,052
56
$360K 0.12%
6,892
+519
57
$350K 0.12%
3,141
-125
58
$347K 0.12%
7,724
59
$335K 0.11%
3,631
60
$331K 0.11%
15,426
61
$312K 0.11%
2,136
+36
62
$300K 0.1%
1,905
63
$291K 0.1%
1,500
64
$291K 0.1%
1,332
65
$278K 0.09%
4,998
+356
66
$272K 0.09%
4,937
+17
67
$270K 0.09%
3,806
-353
68
$260K 0.09%
1,358
-600
69
$248K 0.08%
4,033
70
$239K 0.08%
1,868
71
$237K 0.08%
1,963
72
$229K 0.08%
+1,643
73
$220K 0.07%
3,280
74
$210K 0.07%
+1,100
75
$202K 0.07%
1,774
1 2
3
4