IWM
Inlight Wealth Management Portfolio holdings
AUM
$213M
1-Year Est. Return
17.75%
1 Year Est. Return
+17.75%
AUM
$213M
AUM Growth
+$19.8M
(+10%)
Holding
257
Top Buys
| 1 | +$4.09M | |
| 2 | +$1.22M | |
| 3 | +$1.11M | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$768K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$705K |
Top Sells
| 1 | +$6.77M | |
| 2 | +$551K | |
| 3 | +$421K | |
| 4 |
JNPR
Juniper Networks
JNPR
|
+$79.9K |
| 5 |
Robinhood
HOOD
|
+$58K |
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 | |
|---|---|---|---|---|---|---|
|
FISV
251
Fiserv Inc
FISV
$36B
| – | – |
-3
|
|
||
|
GOGL
252
DELISTED
Golden Ocean Group
GOGL
| – | – |
-200
|
|
||
253
IBM
IBM
$283B
| – | – |
-1
|
|
||
|
JNPR
254
DELISTED
Juniper Networks
JNPR
| – | – |
-2,000
|
|
||
255
Eli Lilly
LLY
$925B
| – | – |
-4
|
|
||
256
SAP
SAP
$284B
| – | – |
-13
|
|
||
257
Visa
V
$636B
| – | – |
-2
|
|