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 | |
|---|---|---|---|---|---|---|---|
| $202 | ﹤0.01% | +2 | New | +$202 | |||
| $196 | ﹤0.01% | +2 | New | +$196 | |||
| $180 | ﹤0.01% | +1 | New | +$180 | |||
| $177 | ﹤0.01% | +46 | New | +$177 | |||
| $164 | ﹤0.01% | +2 | New | +$164 | |||
| $155 | ﹤0.01% | +96 | New | +$155 | |||
| $150 | ﹤0.01% | +112 | New | +$150 | |||
| $106 | ﹤0.01% | +4 | New | +$106 | |||
| $58 | ﹤0.01% | +1 | New | +$58 | |||
| $29 | ﹤0.01% | +1 | New | +$29 | |||
| $26 | ﹤0.01% | +1 | New | +$26 | |||
| $13 | ﹤0.01% | +1 | New | +$13 | |||
| $4 | ﹤0.01% | +1 | New | +$4 | |||
| – | – | 0 | – | – | |||
| – | – | -10,400 | Closed | -$4.68K | |||
| – | – | -239,968 | Closed | -$1.55M | |||
| – | – | -68,295 | Closed | -$3.51M |
