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
$435M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$4.37M
3
+$2.26M
4
AHCO icon
AdaptHealth
AHCO
+$2.16M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.42M

Top Sells

1
+$7.41M
2
+$2.27M
3
+$1.78M
4
ABT icon
Abbott
ABT
+$1.54M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.36M

Sector Composition

1 Healthcare 14.89%
2 Consumer Discretionary 7.97%
3 Technology 2.44%
4 Financials 1.56%
5 Consumer Staples 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$717K 0.16%
6,500
52
$680K 0.16%
7,215
+9
53
$587K 0.14%
2,000
54
$564K 0.13%
2,533
55
$521K 0.12%
1,988
56
$518K 0.12%
2,481
57
$514K 0.12%
54,004
58
$490K 0.11%
2,895
+103
59
$487K 0.11%
1,884
+90
60
$482K 0.11%
23,620
+1,001
61
$439K 0.1%
2,917
62
$437K 0.1%
5,655
+557
63
$413K 0.1%
2,137
64
$402K 0.09%
1,200
65
$390K 0.09%
1,784
-63
66
$388K 0.09%
2,404
67
$383K 0.09%
6,509
-800
68
$372K 0.09%
1,132
69
$359K 0.08%
1,500
70
$355K 0.08%
+992
71
$343K 0.08%
15,426
72
$336K 0.08%
1,358
73
$332K 0.08%
3,262
+29
74
$323K 0.07%
5,773
75
$321K 0.07%
3,637
+2
1 2
3
4