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
$291M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Sells

1 +$14.8M
2 +$4.86M
3 +$2.46M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.28M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.59M

Sector Composition

1 Healthcare 13.96%
2 Technology 2.87%
3 Consumer Staples 1.96%
4 Financials 1.77%
5 Real Estate 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$185K 0.06%
10,000
77
$68K 0.02%
2,185
78
$14K ﹤0.01%
500
79
$12K ﹤0.01%
4,021
80
-57,586
81
-34,149
82
-50,846