IWM

Inlight Wealth Management Portfolio holdings

AUM $213M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.04M
3
+$855K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$733K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$699K

Top Sells

1
+$3.51M
2
+$1.55M
3
+$1.49M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.18M
5
BP icon
BP
BP
+$614K

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 Change
in Stake 		Capital Flow
276
$202 ﹤0.01%
+1
277
$196 ﹤0.01%
+2
278
$180 ﹤0.01%
+1
279
$177 ﹤0.01%
+46
280
$164 ﹤0.01%
+2
281
$155 ﹤0.01%
+96
282
$150 ﹤0.01%
+6
283
$106 ﹤0.01%
+4
284
$58 ﹤0.01%
+1
285
$29 ﹤0.01%
+1
286
$26 ﹤0.01%
+1
287
$13 ﹤0.01%
+1
288
$4 ﹤0.01%
+1
289
– –
0
290
– –
-520
291
– –
-239,968
292
– –
-68,295
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