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 | |
|---|---|---|---|---|---|---|
251
IBM
IBM
$286B
| – | – |
-1
|
|
||
|
JNPR
252
DELISTED
Juniper Networks
JNPR
| – | – |
-2,000
|
|
||
253
Eli Lilly
LLY
$929B
| – | – |
-4
|
|
||
254
SAP
SAP
$272B
| – | – |
-13
|
|
||
255
Visa
V
$633B
| – | – |
-2
|
|
||
256
Salesforce
CRM
$213B
| – | – |
-3
|
|
||
257
DigitalOcean
DOCN
$4.83B
| – | – |
-92
|
|