IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$756M
This Quarter Return
-3.35%
1 Year Return
+11.81%
3 Year Return
+43.19%
5 Year Return
+72.51%
10 Year Return
+150.18%
AUM
$435M
AUM Growth
+$435M
(+7.1%)
Cap. Flow
+$33.4M
Cap. Flow
% of AUM
7.69%
Top 10 Holdings %
Top 10 Hldgs %
66.99%
Holding
91
New
6
Increased
32
Reduced
18
Closed
3
Top Buys
| 1 |
Coupang
CPNG
|
$30.7M |
| 2 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
$4.37M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$2.26M |
| 4 |
AdaptHealth
AHCO
|
$2.16M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$1.42M |
Top Sells
Sector Composition
| 1 | Healthcare | 14.89% |
| 2 | Consumer Discretionary | 7.97% |
| 3 | Technology | 2.44% |
| 4 | Financials | 1.56% |
| 5 | Consumer Staples | 1.41% |
