IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$756M
This Quarter Return
+8.35%
1 Year Return
+11.81%
3 Year Return
+43.19%
5 Year Return
+72.51%
10 Year Return
+150.18%
AUM
$555M
AUM Growth
+$555M
(+8.2%)
Cap. Flow
+$2.83M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
60.73%
Holding
145
New
10
Increased
48
Reduced
50
Closed
6
Top Buys
Top Sells
| 1 |
Workday
WDAY
|
$3.89M |
| 2 |
W.P. Carey
WPC
|
$806K |
| 3 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$715K |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$638K |
| 5 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$552K |
Sector Composition
| 1 | Healthcare | 12.27% |
| 2 | Technology | 3.34% |
| 3 | Consumer Discretionary | 2.22% |
| 4 | Financials | 1.8% |
| 5 | Consumer Staples | 1.32% |
