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
$232M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$1.09M
3 +$565K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$492K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$472K

Top Sells

1 +$1.09M
2 +$712K
3 +$506K
4
VUG icon
Vanguard Growth ETF
VUG
+$300K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$284K

Sector Composition

1 Healthcare 15.71%
2 Real Estate 3.53%
3 Technology 2.34%
4 Consumer Staples 2.02%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,480
77
-1,100
78
-4,820