We are live on
!
Find out more
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
$489M
AUM Growth
+$14.1M
(+3%)
Holding
112
Top Buys
| 1 | +$17.1M | |
| 2 | +$12.1M | |
| 3 | +$5.83M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$2.55M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
+$2.41M |
Top Sells
| 1 | +$5.09M | |
| 2 | +$3.45M | |
| 3 | +$3.44M | |
| 4 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$2.22M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.5M |
Sector Composition
| 1 | Healthcare | 16.5% |
| 2 | Consumer Discretionary | 4.24% |
| 3 | Technology | 3.24% |
| 4 | Financials | 1.52% |
| 5 | Consumer Staples | 1.34% |