Inspirion Wealth Advisors, LLC
CIK Number: 0001633448
719.94M
Market Value
148
# of Holdings
18 months
Avg. Holding Period
36.25%
Win Rate
12.39%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson... | 50.27 | -0.06% | 1.84M | -7.23% | 93.47M | 50.19 | 13.05% |
| 2 | VYM | Vanguard High D... | 118.74 | -1.74% | 453.5K | +5.15% | 57.94M | 90.47 | 8.09% |
| 3 | VUG | Vanguard Growth... | 342.40 | -2.77% | 133.36K | +3.23% | 55.09M | 171.48 | 7.69% |
| 4 | VOE | Vanguard Mid-Ca... | 148.76 | -1.7% | 284.14K | +3.53% | 45.96M | 112.47 | 6.42% |
| 5 | VBR | Vanguard Small ... | 169.81 | -1.9% | 231.15K | +3.02% | 45.89M | 134.53 | 6.41% |
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