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
$228M
AUM Growth
-$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$1.75M
2 +$1.68M
3 +$1.27M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$549K
5
VUG icon
Vanguard Growth ETF
VUG
+$462K

Sector Composition

1 Healthcare 14.41%
2 Real Estate 3.73%
3 Consumer Staples 2.27%
4 Financials 1.94%
5 Technology 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$31K 0.01%
3,051
+250
77
$22K 0.01%
500
78
-10,300
79
-8,500