IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$756M
This Quarter Return
+2.97%
1 Year Return
+11.81%
3 Year Return
+43.19%
5 Year Return
+72.51%
10 Year Return
+150.18%
AUM
$499M
AUM Growth
+$499M
(+5.6%)
Cap. Flow
+$17.1M
Cap. Flow
% of AUM
3.42%
Top 10 Holdings %
Top 10 Hldgs %
59.65%
Holding
144
New
18
Increased
44
Reduced
45
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.58M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$5.43M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.26M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$989K |
| 5 |
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% |
