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
$255M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$472K
3 +$447K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$345K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$269K

Sector Composition

1 Healthcare 15.24%
2 Technology 2.65%
3 Real Estate 2.01%
4 Consumer Staples 2%
5 Financials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$19K 0.01%
4,021
+500
77
$12K ﹤0.01%
500
78
-2,555