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
$212M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$849K
2 +$751K
3 +$571K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$570K
5
OKTA icon
Okta
OKTA
+$519K

Top Sells

1 +$3.32M
2 +$983K
3 +$416K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$241K
5
TSLA icon
Tesla
TSLA
+$202K

Sector Composition

1 Healthcare 16.71%
2 Consumer Staples 2.18%
3 Technology 2.12%
4 Financials 1.69%
5 Energy 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$87K 0.04%
10,000
77
-38,298
78
-11,385