IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$756M
1-Year Return
11.81%
This Quarter Return
+7.24%
1 Year Return
+11.81%
3 Year Return
+43.19%
5 Year Return
+72.51%
10 Year Return
+150.18%
AUM
$605M
AUM Growth
+$50.3M
(+9.1%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
62.12%
Holding
151
New
12
Increased
42
Reduced
51
Closed
2
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
$9.24M |
| 2 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
$8.75M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$1.95M |
| 4 |
Harbor Commodity All-Weather Strategy ETF
HGER
|
$1.46M |
| 5 |
Pfizer
PFE
|
$1.08M |
Top Sells
Sector Composition
| 1 | Healthcare | 12.57% |
| 2 | Technology | 2.97% |
| 3 | Financials | 1.82% |
| 4 | Consumer Staples | 1.32% |
| 5 | Consumer Discretionary | 1.1% |
