IWM

Inlight Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 28.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.63M
3
+$1.95M
4
BILL icon
BILL Holdings
BILL
+$1.79M
5
FRSH icon
Freshworks
FRSH
+$1.71M

Top Sells

1
+$2.77M
2
+$1.66M
3
+$314K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$241K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$238K

Sector Composition

1 Communication Services 10.39%
2 Technology 6.18%
3 Healthcare 2.89%
4 Financials 2.09%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.51K ﹤0.01%
200
227
$1.47K ﹤0.01%
59
228
$1.46K ﹤0.01%
200
229
$1.28K ﹤0.01%
62
230
$1.05K ﹤0.01%
1
231
$979 ﹤0.01%
16
+6
232
$832 ﹤0.01%
160
-511
233
$818 ﹤0.01%
3
234
$771 ﹤0.01%
91
235
$710 ﹤0.01%
2
236
$517 ﹤0.01%
3
237
$478 ﹤0.01%
27
-157
238
$449 ﹤0.01%
3
239
$419 ﹤0.01%
2
240
$409 ﹤0.01%
4
-164
241
$345 ﹤0.01%
15
242
$295 ﹤0.01%
1
-1
243
$233 ﹤0.01%
96
244
$227 ﹤0.01%
5
245
$152 ﹤0.01%
46
246
$133 ﹤0.01%
5
-24
247
$73 ﹤0.01%
2
-4,970
248
$18 ﹤0.01%
1
249
$4 ﹤0.01%
1
250
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