IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$756M
This Quarter Return
-2.58%
1 Year Return
+11.81%
3 Year Return
+43.19%
5 Year Return
+72.51%
10 Year Return
+150.18%
AUM
$513M
AUM Growth
+$513M
(-1.8%)
Cap. Flow
+$5.74M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
59.22%
Holding
140
New
3
Increased
43
Reduced
42
Closed
5
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
$5.16M |
| 2 |
Workday
WDAY
|
$3.89M |
| 3 |
First Trust Managed Municipal ETF
FMB
|
$3.42M |
| 4 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
$2.9M |
| 5 |
Harbor Commodity All-Weather Strategy ETF
HGER
|
$2.01M |
Top Sells
| 1 |
AbbVie
ABBV
|
$4.04M |
| 2 |
Coupang
CPNG
|
$3.86M |
| 3 |
Abbott
ABT
|
$2.35M |
| 4 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$1.43M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.38M |
Sector Composition
| 1 | Healthcare | 12.45% |
| 2 | Technology | 4% |
| 3 | Consumer Discretionary | 2.44% |
| 4 | Financials | 1.69% |
| 5 | Consumer Staples | 1.39% |
