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 Buys

1
+$22.5M
2
+$10.5M
3
+$5.55M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.71M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.51M

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
State Street 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
– –
-34,149
81
– –
-57,586
82
– –
-50,846
1 2 3
4