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
$605M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$9.24M
2 +$8.75M
3 +$1.95M
4
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$1.46M
5
PFE icon
Pfizer
PFE
+$1.08M

Top Sells

1 +$6.79M
2 +$5.85M
3 +$1.79M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$820K
5
HQY icon
HealthEquity
HQY
+$816K

Sector Composition

1 Healthcare 12.57%
2 Technology 2.97%
3 Financials 1.82%
4 Consumer Staples 1.32%
5 Consumer Discretionary 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,107