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
$236M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$774K
2 +$544K
3 +$509K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$349K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$268K

Sector Composition

1 Healthcare 20.33%
2 Technology 2.3%
3 Consumer Staples 1.89%
4 Financials 1.69%
5 Energy 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,470
77
-6,299
78
-4,223
79
-1,688