IWA

Inspirion Wealth Advisors Portfolio holdings

AUM $803M
1-Year Est. Return 11.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$715M
AUM Growth
-$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$1.78M
3
+$1.38M
4
HQY icon
HealthEquity
HQY
+$942K
5
MGOV icon
First Trust Intermediate Government Opportunities ETF
MGOV
+$873K

Top Sells

1
+$22.6M
2
+$8.73M
3
+$5.34M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$4.23M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.53M

Sector Composition

1 Healthcare 10.87%
2 Technology 4.32%
3 Financials 1.49%
4 Consumer Staples 1.23%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
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