IWM
Inlight Wealth Management Portfolio holdings
AUM $193M
This Quarter Return
+6.03%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$9.52M (+6%)
Cap. Flow
+$2.04M
Cap. Flow % of AUM
1.26%
Top 10 Holdings %Top 10 Hldgs %
60.92%
Holding
292
New
241
Increased
9
Reduced
29
Closed
3
Top Buys
| 1 | $4.74M | |
| 2 | $3.04M | |
| 3 | $855K | |
| 4 | $733K | |
| 5 | $699K |
Top Sells
| 1 | $3.51M | |
| 2 | $1.71M | |
| 3 | $1.55M | |
| 4 | $1.49M | |
| 5 | $1.18M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.35K | ﹤0.01% | +30 | New | +$3.35K | |||
| $3.3K | ﹤0.01% | +4 | New | +$3.3K | |||
| $3.14K | ﹤0.01% | +200 | New | +$3.14K | |||
| $3.07K | ﹤0.01% | +92 | New | +$3.07K | |||
| $3.04K | ﹤0.01% | +35 | New | +$3.04K | |||
| $2.82K | ﹤0.01% | +75 | New | +$2.82K | |||
| $2.7K | ﹤0.01% | +500 | New | +$2.7K | |||
| $2.58K | ﹤0.01% | +20 | New | +$2.58K | |||
| $2.39K | ﹤0.01% | +52 | New | +$2.39K | |||
| $2.35K | ﹤0.01% | +270 | New | +$2.35K | |||
| $2.12K | ﹤0.01% | +22 | New | +$2.12K | |||
| $2.05K | ﹤0.01% | +27 | New | +$2.05K | |||
| $1.96K | ﹤0.01% | +21 | New | +$1.96K | |||
| $1.96K | ﹤0.01% | +500 | New | +$1.96K | |||
| $1.86K | ﹤0.01% | +71 | New | +$1.86K | |||
| $1.82K | ﹤0.01% | +178 | New | +$1.82K | |||
| $1.78K | ﹤0.01% | +41 | New | +$1.78K | |||
| $1.72K | ﹤0.01% | +62 | New | +$1.72K | |||
| $1.67K | ﹤0.01% | +15 | New | +$1.67K | |||
| $1.64K | ﹤0.01% | +33 | New | +$1.64K | |||
| $1.62K | ﹤0.01% | +200 | New | +$1.62K | |||
| $1.6K | ﹤0.01% | +200 | New | +$1.6K | |||
| $1.54K | ﹤0.01% | +10 | New | +$1.54K | |||
| $1.5K | ﹤0.01% | +250 | New | +$1.5K | |||
| $1.4K | ﹤0.01% | +2,000 | New | +$1.4K |
