IWA
Inspirion Wealth Advisors Portfolio holdings
AUM
$756M
This Quarter Return
+6.06%
1 Year Return
+11.81%
3 Year Return
+43.19%
5 Year Return
+72.51%
10 Year Return
+150.18%
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.14%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$18.7M |
| 2 |
Vanguard Growth ETF
VUG
|
$12.3M |
| 3 |
AbbVie
ABBV
|
$9.83M |
| 4 |
Abbott
ABT
|
$7.05M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$5.73M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 25.81% |
| 2 | Energy | 6.64% |
| 3 | Real Estate | 3.12% |
| 4 | Industrials | 2.07% |
| 5 | Technology | 1.91% |
