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
$720M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.37M
3
+$2.95M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$1.66M
5
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$1.12M

Top Sells

1
+$1.01M
2
+$884K
3
+$685K
4
VUG icon
Vanguard Growth ETF
VUG
+$681K
5
TDTF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$289K 0.04%
3,538
127
$278K 0.04%
+4,860
128
$265K 0.04%
2,926
+3
129
$257K 0.04%
1,941
+70
130
$257K 0.04%
711
131
$254K 0.04%
5,104
+41
132
$249K 0.03%
+5,110
133
$249K 0.03%
1,910
-482
134
$249K 0.03%
3,208
135
$246K 0.03%
2,526
136
$239K 0.03%
2,195
-2,678
137
$237K 0.03%
445
138
$225K 0.03%
887
139
$222K 0.03%
11,200
140
$218K 0.03%
+875
141
$214K 0.03%
5,343
+760
142
$213K 0.03%
+7,544
143
$212K 0.03%
+1,937
144
$211K 0.03%
1,240
+230
145
$209K 0.03%
5,864
146
$209K 0.03%
+1,711
147
$205K 0.03%
+2,033
148
$203K 0.03%
206
149
$203K 0.03%
+650
150
$202K 0.03%
1,001
+147
3 4 5
6
7