IWM

Inlight Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.19M
3
+$1.08M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$735K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K

Top Sells

1
+$6.46M
2
+$547K
3
+$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

Sector Composition

1 Communication Services 9.81%
2 Healthcare 2.79%
3 Technology 2.62%
4 Energy 2.22%
5 Financials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.24K ﹤0.01%
100
227
$1.17K ﹤0.01%
18
+2
228
$1.17K ﹤0.01%
59
229
$1.02K ﹤0.01%
160
230
$952 ﹤0.01%
+50
231
$913 ﹤0.01%
+50
232
$826 ﹤0.01%
200
233
$793 ﹤0.01%
91
234
$583 ﹤0.01%
4
235
$562 ﹤0.01%
2
-5
236
$538 ﹤0.01%
27
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$401 ﹤0.01%
2
238
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5
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241
$161 ﹤0.01%
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242
$137 ﹤0.01%
5
243
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$15 ﹤0.01%
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250
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-3
7 8 9
10
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