IWA

Inspirion Wealth Advisors Portfolio holdings

AUM $715M
1-Year Est. Return 11.72%
This Quarter Est. Return
1 Year Est. Return
+11.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$12.3M
3 +$9.83M
4
ABT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.7M 17.36%
+272,347
2
$12.3M 11.42%
+117,998
3
$9.83M 9.11%
+150,156
4
$7.05M 6.53%
+156,587
5
$5.73M 5.31%
+75,144
6
$5.01M 4.64%
+179,490
7
$4.06M 3.77%
+55,099
8
$3.28M 3.04%
+102,682
9
$3.27M 3.03%
+30,903
10
$3.17M 2.94%
+46,233
11
$3.02M 2.8%
+36,482
12
$2.96M 2.75%
+74,426
13
$2.69M 2.5%
+21,402
14
$2.15M 1.99%
+90,894
15
$1.85M 1.72%
+46,472
16
$1.78M 1.65%
+56,586
17
$1.49M 1.38%
+12,317
18
$1.48M 1.37%
+7,205
19
$1.3M 1.21%
+38,202
20
$1.25M 1.16%
+45,400
21
$1.18M 1.09%
+5,678
22
$1.07M 0.99%
+11,759
23
$1.02M 0.95%
+15,734
24
$909K 0.84%
+11,879
25
$684K 0.63%
+26,973