IWA

Inspirion Wealth Advisors Portfolio holdings

AUM $817M
1-Year Est. Return 12.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$765K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.89M
3
+$1.98M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$1.9M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.68M

Top Sells

1
+$7.29M
2
+$922K
3
+$766K
4
MGOV icon
First Trust Intermediate Government Opportunities ETF
MGOV
+$719K
5
PDSB icon
PDS Biotechnology
PDSB
+$717K

Sector Composition

1 Healthcare 9.92%
2 Technology 4.4%
3 Financials 1.55%
4 Consumer Staples 1.15%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.45K ﹤0.01%
10,000
152
$5.28K ﹤0.01%
25,000
153
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-24,880
154
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-650
155
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-5,163
156
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-6,151
157
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-1,972
158
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-350
159
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-3,000
160
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-1,105
161
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-10,038
3 4 5 6
7