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
$200M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.44M
2 +$295K
3 +$205K
4
MMM icon
3M
MMM
+$144K
5
VUG icon
Vanguard Growth ETF
VUG
+$127K

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
-1,935
77
-1,100