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
$226M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$684K
2 +$575K
3 +$309K
4
TLP
Transmontaigne
TLP
+$257K
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,334