IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$803M
1-Year Est. Return
11.87%
This Fund
S&P 500
1 Year Est. Return
+11.87%
AUM
$803M
AUM Growth
-$14.2M
(-1.7%)
Holding
184
Top Buys
| 1 | +$12.9M | |
| 2 | +$11.4M | |
| 3 | +$9.47M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$5.2M |
| 5 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$5.15M |
Top Sells
| 1 | +$17.1M | |
| 2 | +$11.1M | |
| 3 | +$8.68M | |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$6.04M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$5.54M |
Sector Composition
| 1 | Healthcare | 9.41% |
| 2 | Technology | 3.49% |
| 3 | Financials | 1.51% |
| 4 | Consumer Staples | 1.07% |
| 5 | Consumer Discretionary | 1.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Aldeyra Therapeutics
ALDX
$108M
| $16.9K | ﹤0.01% |
10,000
|
|
||
|
TRIB
177
Trinity Biotech
TRIB
$14.1M
| $13.6K | ﹤0.01% |
25,000
|
|
||
178
Vanguard Short-Term Bond ETF
BSV
$44.5B
| – | – |
-2,644
|
|
||
179
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.2B
| – | – |
-24,976
|
|
||
180
First Trust Enhanced Short Maturity ETF
FTSM
$6.59B
| – | – |
-3,361
|
|
||
181
GE Aerospace
GE
$318B
| – | – |
-672
|
|
||
182
Okta
OKTA
$12.8B
| – | – |
-3,010
|
|
||
183
Thermo Fisher Scientific
TMO
$196B
| – | – |
-350
|
|
||
184
Vanguard Real Estate ETF
VNQ
$37.3B
| – | – |
-2,471
|
|