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
$499M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.36M
3
+$4.41M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.92M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.29M

Top Sells

1
+$7.58M
2
+$5.43M
3
+$1.26M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$989K
5
ABBV icon
AbbVie
ABBV
+$900K

Sector Composition

1 Healthcare 14.93%
2 Technology 3.13%
3 Consumer Discretionary 3.07%
4 Financials 1.49%
5 Consumer Staples 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$583K 0.12%
2,445
77
$535K 0.11%
2,937
+70
78
$531K 0.11%
5,304
-40
79
$521K 0.1%
+2,046
80
$507K 0.1%
4,616
81
$502K 0.1%
7,332
-1,135
82
$495K 0.1%
7,498
+280
83
$490K 0.1%
10,830
-8,196
84
$485K 0.1%
+2,339
85
$453K 0.09%
11,287
-500
86
$450K 0.09%
1,849
87
$449K 0.09%
5,107
-1
88
$441K 0.09%
5,311
+1,846
89
$440K 0.09%
4,395
-230
90
$431K 0.09%
3,307
+252
91
$398K 0.08%
54,004
92
$383K 0.08%
2,000
93
$382K 0.08%
1,800
94
$345K 0.07%
4,955
95
$339K 0.07%
9,060
+2,785
96
$330K 0.07%
1,742
-8
97
$328K 0.07%
+7,271
98
$320K 0.06%
3,380
+71
99
$317K 0.06%
1,500
-660
100
$312K 0.06%
+4,112
2 3
4
5 6