IWM

Inlight Wealth Management Portfolio holdings

AUM $213M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.04M
3
+$855K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$733K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$699K

Top Sells

1
+$3.51M
2
+$1.55M
3
+$1.49M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.18M
5
BP icon
BP
BP
+$614K

Sector Composition

1 Communication Services 12.29%
2 Financials 4.5%
3 Technology 4.29%
4 Energy 3.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.35K ﹤0.01%
+30
227
$3.3K ﹤0.01%
+4
228
$3.14K ﹤0.01%
+200
229
$3.07K ﹤0.01%
+92
230
$3.04K ﹤0.01%
+35
231
$2.82K ﹤0.01%
+75
232
$2.7K ﹤0.01%
+500
233
$2.58K ﹤0.01%
+20
234
$2.39K ﹤0.01%
+52
235
$2.35K ﹤0.01%
+270
236
$2.12K ﹤0.01%
+22
237
$2.05K ﹤0.01%
+27
238
$1.96K ﹤0.01%
+21
239
$1.96K ﹤0.01%
+500
240
$1.86K ﹤0.01%
+71
241
$1.82K ﹤0.01%
+178
242
$1.78K ﹤0.01%
+41
243
$1.72K ﹤0.01%
+62
244
$1.67K ﹤0.01%
+15
245
$1.64K ﹤0.01%
+33
246
$1.62K ﹤0.01%
+200
247
$1.6K ﹤0.01%
+200
248
$1.54K ﹤0.01%
+10
249
$1.5K ﹤0.01%
+250
250
$1.4K ﹤0.01%
+200
8 9
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