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
$605M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$8.75M
3
+$1.95M
4
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$1.46M
5
PFE icon
Pfizer
PFE
+$1.08M

Top Sells

1
+$6.79M
2
+$5.85M
3
+$1.79M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$820K
5
HQY icon
HealthEquity
HQY
+$816K

Sector Composition

1 Healthcare 12.57%
2 Technology 2.97%
3 Financials 1.82%
4 Consumer Staples 1.32%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$696K 0.12%
5,991
77
$673K 0.11%
7,367
-226
78
$651K 0.11%
7,457
+20
79
$646K 0.11%
3,000
80
$619K 0.1%
3,089
+100
81
$604K 0.1%
15,500
82
$603K 0.1%
4,616
83
$568K 0.09%
50,004
84
$543K 0.09%
11,329
85
$542K 0.09%
22,048
-8,998
86
$524K 0.09%
2,992
-115
87
$511K 0.08%
2,006
+2
88
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2,235
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89
$495K 0.08%
676
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90
$493K 0.08%
1,838
91
$490K 0.08%
6,389
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92
$474K 0.08%
1,420
93
$466K 0.08%
3,812
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94
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4,429
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95
$437K 0.07%
8,468
-181
96
$430K 0.07%
1,122
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97
$428K 0.07%
10,193
98
$415K 0.07%
2,134
-38
99
$410K 0.07%
527
+1
100
$408K 0.07%
6,784
-431
2 3
4
5 6