IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$756M
This Quarter Return
+6.34%
1 Year Return
+11.81%
3 Year Return
+43.19%
5 Year Return
+72.51%
10 Year Return
+150.18%
AUM
$406M
AUM Growth
+$406M
(+7.6%)
Cap. Flow
+$9.48M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
71.75%
Holding
91
New
6
Increased
29
Reduced
22
Closed
6
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$2.33M |
| 2 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
$542K |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$513K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$497K |
| 5 |
AbbVie
ABBV
|
$412K |
Sector Composition
| 1 | Healthcare | 16.11% |
| 2 | Technology | 2.43% |
| 3 | Financials | 1.68% |
| 4 | Consumer Staples | 1.45% |
| 5 | Real Estate | 1.28% |
