IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$756M
This Quarter Return
+3.36%
1 Year Return
+11.81%
3 Year Return
+43.19%
5 Year Return
+72.51%
10 Year Return
+150.18%
AUM
$522M
AUM Growth
+$522M
(+4.7%)
Cap. Flow
+$9.91M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
59.64%
Holding
145
New
4
Increased
49
Reduced
53
Closed
8
Top Buys
| 1 |
Harbor Commodity All-Weather Strategy ETF
HGER
|
$4.22M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$1.95M |
| 3 |
Capital Group International Focus Equity ETF
CGXU
|
$1.78M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.56M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.3M |
Top Sells
Sector Composition
| 1 | Healthcare | 13.32% |
| 2 | Technology | 3.5% |
| 3 | Consumer Discretionary | 3.24% |
| 4 | Financials | 1.52% |
| 5 | Consumer Staples | 1.44% |
