IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$756M
This Quarter Return
+12.04%
1 Year Return
+11.81%
3 Year Return
+43.19%
5 Year Return
+72.51%
10 Year Return
+150.18%
AUM
$226M
AUM Growth
+$226M
(+13%)
Cap. Flow
+$3.13M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
72.93%
Holding
76
New
3
Increased
19
Reduced
20
Closed
1
Top Buys
| 1 |
WisdomTree US MidCap Dividend Fund
DON
|
$994K |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$861K |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$739K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$717K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$428K |
Top Sells
| 1 |
W.P. Carey
WPC
|
$684K |
| 2 |
AbbVie
ABBV
|
$575K |
| 3 |
Abbott
ABT
|
$309K |
| 4 |
TLP
Transmontaigne
TLP
|
$257K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$193K |
Sector Composition
| 1 | Healthcare | 17.49% |
| 2 | Real Estate | 3.8% |
| 3 | Technology | 2.09% |
| 4 | Consumer Staples | 2.09% |
| 5 | Financials | 1.77% |