IWA

Inspirion Wealth Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 11.72%
This Quarter Est. Return
1 Year Est. Return
+11.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$8.86M
3
+$7.35M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.82M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.42M

Top Sells

1
+$4.65M
2
+$2.95M
3
+$2.91M
4
ABT icon
Abbott
ABT
+$1.21M
5
FUMB icon
First Trust Ultra Short Duration Municipal ETF
FUMB
+$1.21M

Sector Composition

1 Healthcare 10.89%
2 Technology 4.37%
3 Financials 1.49%
4 Consumer Staples 1.23%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$272K 0.04%
2,526
127
$268K 0.04%
1,655
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128
$267K 0.04%
711
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129
$259K 0.04%
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130
$253K 0.04%
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131
$250K 0.03%
24,880
132
$250K 0.03%
5,000
133
$247K 0.03%
631
134
$235K 0.03%
1,972
135
$235K 0.03%
8,264
136
$232K 0.03%
5,058
-2,311
137
$232K 0.03%
11,600
-400
138
$231K 0.03%
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139
$231K 0.03%
887
140
$227K 0.03%
+1,871
141
$224K 0.03%
3,015
142
$222K 0.03%
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143
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144
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145
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5,163
146
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+206
147
$212K 0.03%
+1,813
148
$209K 0.03%
650
149
$209K 0.03%
3,000
150
$147K 0.02%
10,022
3 4 5
6
7