IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$817M
1-Year Est. Return
12.77%
This Fund
S&P 500
1 Year Est. Return
+12.77%
AUM
$817M
AUM Growth
+$102M
(+14%)
Holding
183
Top Buys
| 1 | +$25.9M | |
| 2 | +$16.6M | |
| 3 | +$15.8M | |
| 4 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$15.1M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$9.96M |
Top Sells
| 1 | +$31.6M | |
| 2 | +$20.8M | |
| 3 | +$14.6M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$4.36M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.76M |
Sector Composition
| 1 | Healthcare | 10.31% |
| 2 | Technology | 4.04% |
| 3 | Financials | 1.64% |
| 4 | Consumer Discretionary | 1.07% |
| 5 | Communication Services | 0.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Mondelez International
MDLZ
$77.5B
| – | – |
-5,055
|
|
||
177
Waste Management
WM
$98B
| – | – |
-3,345
|
|
||
178
DNP Select Income Fund
DNP
$3.98B
| – | – |
-24,880
|
|
||
179
iShare MSCI Eurozone ETF
EZU
$9.91B
| – | – |
-6,151
|
|
||
180
Novo Nordisk
NVO
$168B
| – | – |
-1,972
|
|
||
181
Stratasys
SSYS
$826M
| – | – |
-10,000
|
|
||
182
AT&T
T
$196B
| – | – |
-10,038
|
|
||
183
Vanguard Health Care ETF
VHT
$17.6B
| – | – |
-918
|
|