IWA

Inspirion Wealth Advisors Portfolio holdings

AUM $817M
1-Year Est. Return 12.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$327K
3
+$196K
4
MMM icon
3M
MMM
+$150K
5
VUG icon
Vanguard Growth ETF
VUG
+$137K

Top Sells

1
+$1.98M
2
+$1.33M
3
+$1.09M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.09M
5
HQY icon
HealthEquity
HQY
+$1.07M

Sector Composition

1 Healthcare 19.85%
2 Real Estate 3.86%
3 Consumer Staples 2.27%
4 Financials 1.81%
5 Technology 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,700
77
– –
-5,000
1 2 3
4