IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$756M
This Quarter Return
+6.35%
1 Year Return
+11.81%
3 Year Return
+43.19%
5 Year Return
+72.51%
10 Year Return
+150.18%
AUM
$715M
AUM Growth
+$715M
(+9.4%)
Cap. Flow
+$22.5M
Cap. Flow
% of AUM
3.15%
Top 10 Holdings %
Top 10 Hldgs %
63.96%
Holding
156
New
7
Increased
43
Reduced
51
Closed
2
Top Buys
Top Sells
| 1 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
$4.65M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.95M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
$2.91M |
| 4 |
Abbott
ABT
|
$1.21M |
| 5 |
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% |
