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IWM

Inlight Wealth Management Portfolio holdings

AUM $315M
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
+9.21%
1 Year Est. Return
+26.98%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$213M
AUM Growth
+$19.8M
Cap. Flow
+$4.13M
Cap. Flow %
1.94%
Top 10 Hldgs %
61.71%
Holding
257
New
8
Increased
28
Reduced
35
Closed
12

Top Buys

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$4.07M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.19M
3
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$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

Rank Stock Value
1
UBER icon
Uber
UBER
+$6.46M
2
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$547K
3
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

Sector Composition

Rank Sector Weight
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
NMAX
226
Newsmax Inc
NMAX
$987M
$1.24K ﹤0.01%
100
– –
IBIT icon
227
iShares Bitcoin Trust
IBIT
$47.2B
$1.17K ﹤0.01%
18
+2
+13% +$130
CFLT
228
DELISTED
Confluent
CFLT
$1.17K ﹤0.01%
59
– –
HFRO
229
Highland Opportunities and Income Fund
HFRO
$407M
$1.02K ﹤0.01%
160
– –
RIOT icon
230
Riot Platforms
RIOT
$6.9B
$952 ﹤0.01%
+50
New +$693
MARA icon
231
Marathon Digital Holdings
MARA
$3.83B
$913 ﹤0.01%
+50
New +$843
LVO icon
232
LiveOne
LVO
$59.8M
$826 ﹤0.01%
200
– –
ADT icon
233
ADT
ADT
$5.43B
$793 ﹤0.01%
91
– –
ANET icon
234
Arista Networks
ANET
$199B
$583 ﹤0.01%
4
– –
ORCL icon
235
Oracle
ORCL
$339B
$562 ﹤0.01%
2
-5
-71% -$1.27K
CPRI icon
236
Capri Holdings
CPRI
$1.82B
$538 ﹤0.01%
27
– –
WAB icon
237
Wabtec
WAB
$49.3B
$401 ﹤0.01%
2
– –
GOVT icon
238
iShares US Treasury Bond ETF
GOVT
$43.7B
$347 ﹤0.01%
15
– –
VICR icon
239
Vicor
VICR
$8.33B
$249 ﹤0.01%
5
– –
EBON icon
240
Ebang International Holdings
EBON
$12.6M
$207 ﹤0.01%
46
– –
PODC icon
241
PodcastOne
PODC
$105M
$161 ﹤0.01%
96
– –
SCHD icon
242
Schwab US Dividend Equity ETF
SCHD
$104B
$137 ﹤0.01%
5
– –
MOS icon
243
The Mosaic Company
MOS
$7.19B
$69 ﹤0.01%
2
– –
MANU icon
244
Manchester United
MANU
$4.03B
$15 ﹤0.01%
1
– –
VIVO
245
VivoPower PLC
VIVO
$97.4M
$5 ﹤0.01%
1
– –
BLK icon
246
Blackrock
BLK
$167B
– –
-1
Closed -$1.05K
BX icon
247
Blackstone
BX
$104B
– –
-3
Closed -$449
CRM icon
248
Salesforce
CRM
$154B
– –
-3
Closed -$818
DOCN icon
249
DigitalOcean
DOCN
$12.5B
– –
-92
Closed -$2.63K
FISV
250
Fiserv Inc
FISV
$29.7B
– –
-3
Closed -$517
7 8 9
10
11

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Inlight Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Inlight Wealth Management held 257 positions worth $213M, up 10% from $193M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Inlight Wealth Management's Q3 2025 filing shows 8 new, 28 increased, 35 reduced and 12 closed positions. Its largest new stake was Invesco CurrencyShares Euro Currency Trust: 3,002 shares worth $325K. The largest sale was Uber, an estimated $6.46M.

By sector, the portfolio is most concentrated in Communication Services at 9.8% of assets, down from 10% a quarter earlier, followed by Healthcare and Technology.

  • Inlight Wealth Management's largest Q3 2025 buy was Invesco CurrencyShares Euro Currency Trust: 3,002 shares worth $325K.
  • Inlight Wealth Management added most to iShares 1-3 Year International Treasury Bond ETF in Q3 2025, an estimated $4.07M increase.
  • Inlight Wealth Management's biggest Q3 2025 reduction was Uber, cutting an estimated $6.46M.
  • Inlight Wealth Management fully exited Juniper Networks in Q3 2025, selling an estimated $79.9K.
  • Inlight Wealth Management's ten largest holdings make up 62% of its $213M portfolio in Q3 2025.
  • Inlight Wealth Management opened 8 new positions and closed 12 in Q3 2025.
  • Inlight Wealth Management's portfolio value rose 10% quarter-over-quarter to $213M.

Based on Inlight Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.