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
$377M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.71M
3
+$4.71M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.88M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.72M

Top Sells

1
+$15.6M
2
+$4.65M
3
+$1.63M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.54M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.11M

Sector Composition

1 Healthcare 15.12%
2 Technology 2.46%
3 Financials 1.73%
4 Consumer Staples 1.48%
5 Real Estate 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.08%
3,806
77
$263K 0.07%
1,645
78
$254K 0.07%
1,994
79
$243K 0.06%
10,000
80
$230K 0.06%
+2,220
81
$228K 0.06%
5,864
82
$205K 0.05%
+641
83
$201K 0.05%
3,463
+30
84
$143K 0.04%
2,185
85
$17K ﹤0.01%
500
86
– –
-1,694
87
– –
-8,255
88
– –
-2,002
1 2 3
4