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
$213M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.22M
3
+$1.11M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$768K
5
RSP icon
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
HOOD icon
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
EMXC icon
26
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.2B
$2.17M 1.02%
32,096
+11,373
BILL icon
27
BILL Holdings
BILL
$5.18B
$2.17M 1.02%
40,881
+334
SIRI icon
28
SiriusXM
SIRI
$7.18B
$2.01M 0.94%
86,327
-547
AMPY icon
29
Amplify Energy
AMPY
$234M
$1.49M 0.7%
284,704
-696
FRSH icon
30
Freshworks
FRSH
$3.51B
$1.4M 0.66%
118,930
+44
AAPL icon
31
Apple
AAPL
$4.2T
$573K 0.27%
2,248
+1
VGSH icon
32
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$572K 0.27%
9,721
+2,207
VWO icon
33
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$412K 0.19%
69,969
IJT icon
34
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.44B
$397K 0.19%
2,804
IJS icon
35
iShares S&P Small-Cap 600 Value ETF
IJS
$6.72B
$390K 0.18%
3,528
MSFT icon
36
Microsoft
MSFT
$3.55T
$366K 0.17%
707
IJJ icon
37
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.95B
$363K 0.17%
2,800
GOOG icon
38
Alphabet (Google) Class C
GOOG
$3.87T
$340K 0.16%
1,395
-7
FXE icon
39
Invesco CurrencyShares Euro Currency Trust
FXE
$425M
$325K 0.15%
+3,002
CSL icon
40
Carlisle Companies
CSL
$13.4B
$320K 0.15%
320,026
HD icon
41
Home Depot
HD
$356B
$316K 0.15%
780
+139
WK icon
42
Workiva
WK
$5.17B
$310K 0.15%
3,607
NVDA icon
43
NVIDIA
NVDA
$4.36T
$310K 0.15%
1,660
SCHX icon
44
Schwab US Large- Cap ETF
SCHX
$63B
$246K 0.12%
9,322
SCHP icon
45
Schwab US TIPS ETF
SCHP
$14.7B
$242K 0.11%
8,992
+1,014
VGIT icon
46
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$218K 0.1%
3,632
+658
SLV icon
47
iShares Silver Trust
SLV
$29.3B
$216K 0.1%
5,087
GSAT icon
48
Globalstar
GSAT
$8.26B
$213K 0.1%
5,866
IVW icon
49
iShares S&P 500 Growth ETF
IVW
$66.8B
$211K 0.1%
210,897
IVE icon
50
iShares S&P 500 Value ETF
IVE
$47.5B
$200K 0.09%
179,293
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