IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$715M
1-Year Est. Return
11.72%
1 Year Est. Return
+11.72%
AUM
$756M
AUM Growth
+$35.6M
(+4.9%)
Holding
166
Top Buys
| 1 | +$22.6M | |
| 2 | +$946K | |
| 3 | +$781K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$723K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$700K |
Top Sells
| 1 | +$21.7M | |
| 2 | +$627K | |
| 3 | +$577K | |
| 4 |
McDonald's
MCD
|
+$540K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$528K |
Sector Composition
| 1 | Healthcare | 10.24% |
| 2 | Technology | 4.11% |
| 3 | Financials | 1.62% |
| 4 | Consumer Discretionary | 1.21% |
| 5 | Consumer Staples | 1.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Phathom Pharmaceuticals
PHAT
$994M
| $190K | 0.03% |
19,814
-50
|
|
||
152
ADMA Biologics
ADMA
$3.51B
| $188K | 0.02% |
10,300
-900
|
|
||
|
WCMI
153
First Trust WCM International Equity ETF
WCMI
$524M
| $160K | 0.02% |
+10,057
|
|
||
154
iShares Global Clean Energy ETF
ICLN
$1.8B
| $131K | 0.02% |
10,022
|
|
||
155
Stratasys
SSYS
$1.06B
| $115K | 0.02% |
10,000
|
|
||
156
PDS Biotechnology
PDSB
$46M
| $104K | 0.01% |
78,532
+3,150
|
|
||
157
Aldeyra Therapeutics
ALDX
$327M
| $38.3K | 0.01% |
+10,000
|
|
||
|
TRIB
158
Trinity Biotech
TRIB
$3.84M
| $6.5K | ﹤0.01% |
10,000
|
|
||
159
Vanguard Russell 2000 ETF
VTWO
$13.1B
| – | – |
-6,000
|
|
||
160
Vanguard Russell 3000 ETF
VTHR
$3.68B
| – | – |
-1,958
|
|
||
161
AT&T
T
$187B
| – | – |
-7,544
|
|
||
162
Amplify Junior Silver Miners ETF
SILJ
$2.81B
| – | – |
-13,357
|
|
||
163
KULR Technology Group
KULR
$187M
| – | – |
-3,581
|
|
||
164
WisdomTree Global ex-US Quality Dividend Growth Fund
DNL
$514M
| – | – |
-5,864
|
|
||
165
AN2 Therapeutics
ANTX
$33.3M
| – | – |
-18,950
|
|
||
166
Amgen
AMGN
$163B
| – | – |
-650
|
|