IWM
Inlight Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+6.86%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$193M
AUM Growth
+$31.6M
(+20%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
11.41%
Top 10 Holdings %
Top 10 Hldgs %
59.8%
Holding
297
New
8
Increased
29
Reduced
52
Closed
47
Top Buys
| 1 |
iShares International Treasury Bond ETF
ISHG
|
$10.9M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$3.72M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.07M |
| 4 |
BILL Holdings
BILL
|
$1.88M |
| 5 |
Freshworks
FRSH
|
$1.77M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.65M |
| 2 |
Delek US
DK
|
$1.66M |
| 3 |
Sprott Physical Gold and Silver Trust
CEF
|
$323K |
| 4 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$256K |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$256K |
Sector Composition
| 1 | Communication Services | 10.39% |
| 2 | Technology | 6.18% |
| 3 | Healthcare | 2.89% |
| 4 | Financials | 2.09% |
| 5 | Energy | 1.96% |
