IWA
Inspirion Wealth Advisors Portfolio holdings
AUM $756M
1-Year Return
11.81%
This Quarter Return
-0.14%
1 Year Return
+11.81%
3 Year Return
+43.19%
5 Year Return
+72.51%
10 Year Return
+150.18%
AUM
$720M
AUM Growth
+$4.08M
(+0.57%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
63.19%
Holding
167
New
15
Increased
56
Reduced
52
Closed
9
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.01M |
| 2 |
HealthEquity
HQY
|
+$884K |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$685K |
| 4 |
Vanguard Growth ETF
VUG
|
+$681K |
| 5 |
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
|
+$390K |
Sector Composition
| 1 | Healthcare | 11.05% |
| 2 | Technology | 4.02% |
| 3 | Financials | 1.75% |
| 4 | Consumer Staples | 1.17% |
| 5 | Consumer Discretionary | 1.07% |
