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
$205M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$20M
3
+$10.5M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.6M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.51M

Top Sells

1
+$21.6M
2
+$21M
3
+$10.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.32M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.42M

Sector Composition

1 Healthcare 18.82%
2 Financials 2.19%
3 Consumer Staples 1.9%
4 Technology 1.83%
5 Real Estate 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,995
77
– –
-3,560
1 2 3
4