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
$296M
AUM Growth
+$67.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$24.8M
3
+$759K
4
ABBV icon
AbbVie
ABBV
+$387K
5
JPM icon
JPMorgan Chase
JPM
+$229K

Top Sells

1
+$603K
2
+$237K
3
+$161K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$141K
5
VHT icon
Vanguard Health Care ETF
VHT
+$115K

Sector Composition

1 Healthcare 12.84%
2 Real Estate 2.37%
3 Technology 1.84%
4 Consumer Staples 1.8%
5 Financials 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$130K 0.04%
2,342
-306
77
$118K 0.04%
10,000
78
$61K 0.02%
22,875
+800
79
$21K 0.01%
500
80
$18K 0.01%
2,521
-530
1 2 3
4