IWM
Inlight Wealth Management Portfolio holdings
AUM
$273M
1-Year Est. Return
28.38%
This Fund
S&P 500
1 Year Est. Return
+28.38%
AUM
$273M
AUM Growth
+$60.1M
(+28%)
Holding
258
Top Buys
| 1 | +$9.06M | |
| 2 | +$7.33M | |
| 3 | +$4.99M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.1M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$3.91M |
Top Sells
| 1 | +$671K | |
| 2 | +$466K | |
| 3 | +$206K | |
| 4 |
Pfizer
PFE
|
+$150K |
| 5 |
Vodafone
VOD
|
+$131K |
Sector Composition
| 1 | Communication Services | 7.9% |
| 2 | Technology | 2.76% |
| 3 | Healthcare | 2.11% |
| 4 | Energy | 1.63% |
| 5 | Financials | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Spotify
SPOT
$107B
| – | – |
-74
|
|
||
252
Take-Two Interactive
TTWO
$40B
| – | – |
-24
|
|
||
253
Twilio
TWLO
$18.7B
| – | – |
-95
|
|
||
254
United States Oil Fund
USO
$1.27B
| – | – |
-62
|
|
||
255
Vicor
VICR
$9.07B
| – | – |
-5
|
|
||
256
Astera Labs
ALAB
$19.4B
| – | – |
-240
|
|
||
257
Reddit
RDDT
$28.1B
| – | – |
-81
|
|
||
|
NMAX
258
Newsmax Inc
NMAX
$854M
| – | – |
-100
|
|