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
$715M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$8.86M
3
+$7.35M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.82M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.42M

Top Sells

1
+$4.65M
2
+$2.95M
3
+$2.91M
4
ABT icon
Abbott
ABT
+$1.21M
5
FUMB icon
First Trust Ultra Short Duration Municipal ETF
FUMB
+$1.21M

Sector Composition

1 Healthcare 10.89%
2 Technology 4.37%
3 Financials 1.49%
4 Consumer Staples 1.23%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.19%
122,863
52
$1.37M 0.19%
55,933
+306
53
$1.32M 0.18%
344,394
-15,500
54
$1.17M 0.16%
9,625
+829
55
$1.14M 0.16%
14,586
-332
56
$1.12M 0.16%
2,294
+102
57
$1.09M 0.15%
18,265
-5,015
58
$1.09M 0.15%
19,012
+1
59
$1.02M 0.14%
3,361
+146
60
$983K 0.14%
5,629
61
$968K 0.14%
25,493
+2,209
62
$946K 0.13%
13,458
63
$918K 0.13%
4,444
64
$913K 0.13%
35,165
+7,865
65
$897K 0.13%
3,262
66
$877K 0.12%
2,102
67
$839K 0.12%
4,257
-423
68
$799K 0.11%
2,815
-6
69
$793K 0.11%
39,630
-7,125
70
$751K 0.11%
847
+125
71
$749K 0.1%
21,426
-590
72
$747K 0.1%
6,347
73
$744K 0.1%
11,275
74
$738K 0.1%
18,601
-1,525
75
$737K 0.1%
7,911
-169
1 2
3
4 5