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
$472M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$8.35M
2 +$3.03M
3 +$1.8M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.78M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.73M

Sector Composition

1 Healthcare 17.1%
2 Consumer Discretionary 2.87%
3 Technology 2.56%
4 Financials 1.51%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$21.6K ﹤0.01%
333
127
-3,000
128
-1,918