IWM
Inlight Wealth Management Portfolio holdings
AUM $193M
This Quarter Return
+6.03%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$9.52M (+6%)
Cap. Flow
+$2.04M
Cap. Flow % of AUM
1.26%
Top 10 Holdings %Top 10 Hldgs %
60.92%
Holding
292
New
241
Increased
9
Reduced
29
Closed
3
Top Buys
| 1 | $4.74M | |
| 2 | $3.04M | |
| 3 | $855K | |
| 4 | $733K | |
| 5 | $699K |
Top Sells
| 1 | $3.51M | |
| 2 | $1.71M | |
| 3 | $1.55M | |
| 4 | $1.49M | |
| 5 | $1.18M |
Sector Composition
| 1 | Communication Services | 12.29% |
| 2 | Financials | 4.5% |
| 3 | Technology | 4.29% |
| 4 | Energy | 3.92% |
| 5 | Healthcare | 3.82% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.38K | ﹤0.01% | +59 | New | +$1.38K | |||
| $1.29K | ﹤0.01% | +10 | New | +$1.29K | |||
| $966 | ﹤0.01% | +11 | New | +$966 | |||
| $946 | ﹤0.01% | +1 | New | +$946 | |||
| $928 | ﹤0.01% | +10 | New | +$928 | |||
| $918 | ﹤0.01% | +8 | New | +$918 | |||
| $894 | ﹤0.01% | +15 | New | +$894 | |||
| $811 | ﹤0.01% | +29 | New | +$811 | |||
| $805 | ﹤0.01% | +3 | New | +$805 | |||
| $741 | ﹤0.01% | +91 | New | +$741 | |||
| $701 | ﹤0.01% | +2 | New | +$701 | |||
| $662 | ﹤0.01% | +3 | New | +$662 | |||
| $635 | ﹤0.01% | +3 | New | +$635 | |||
| $604 | ﹤0.01% | +2 | New | +$604 | |||
| $497 | ﹤0.01% | +2 | New | +$497 | |||
| $468 | ﹤0.01% | +10 | New | +$468 | |||
| $465 | ﹤0.01% | +6 | New | +$465 | |||
| $436 | ﹤0.01% | +6 | New | +$436 | |||
| $419 | ﹤0.01% | +3 | New | +$419 | |||
| $363 | ﹤0.01% | +2 | New | +$363 | |||
| $345 | ﹤0.01% | +15 | New | +$345 | |||
| $269 | ﹤0.01% | +1 | New | +$269 | |||
| $234 | ﹤0.01% | +5 | New | +$234 | |||
| $224 | ﹤0.01% | +2 | New | +$224 | |||
| $202 | ﹤0.01% | +1 | New | +$202 |
