IWM

Inlight Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 28.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$7.33M
3
+$4.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.1M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.91M

Top Sells

1
+$671K
2
+$466K
3
+$206K
4
PFE icon
Pfizer
PFE
+$150K
5
VOD icon
Vodafone
VOD
+$131K

Sector Composition

1 Communication Services 7.9%
2 Technology 2.76%
3 Healthcare 2.11%
4 Energy 1.63%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSH icon
26
Freshworks
FRSH
$2.39B
$2.59M 0.95%
211,247
+92,317
PFE icon
27
Pfizer
PFE
$151B
$2.5M 0.91%
100,345
-5,932
MTCH icon
28
Match Group
MTCH
$7.27B
$2.13M 0.78%
65,821
-333
SIRI icon
29
SiriusXM
SIRI
$7.58B
$1.7M 0.62%
85,104
-1,223
AMPY icon
30
Amplify Energy
AMPY
$244M
$1.29M 0.47%
282,296
-2,408
VGSH icon
31
Vanguard Short-Term Treasury ETF
VGSH
$27B
$802K 0.29%
13,648
+3,927
AAPL icon
32
Apple
AAPL
$3.85T
$612K 0.22%
2,250
+2
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.67T
$438K 0.16%
1,395
VWO icon
34
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$416K 0.15%
70,100
+131
IJS icon
35
iShares S&P Small-Cap 600 Value ETF
IJS
$7.6B
$401K 0.15%
3,528
IJT icon
36
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.82B
$396K 0.14%
2,804
IJJ icon
37
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.39B
$368K 0.13%
2,800
GSAT icon
38
Globalstar
GSAT
$7.78B
$358K 0.13%
5,866
MSFT icon
39
Microsoft
MSFT
$3.01T
$344K 0.13%
711
+4
SLV icon
40
iShares Silver Trust
SLV
$43B
$328K 0.12%
5,087
FXE icon
41
Invesco CurrencyShares Euro Currency Trust
FXE
$462M
$326K 0.12%
3,002
CSL icon
42
Carlisle Companies
CSL
$15.9B
$320K 0.12%
320,026
VGIT icon
43
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.1B
$315K 0.12%
5,254
+1,622
WK icon
44
Workiva
WK
$3.51B
$311K 0.11%
3,607
SCHP icon
45
Schwab US TIPS ETF
SCHP
$15.5B
$309K 0.11%
11,656
+2,664
SGOV icon
46
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.8B
$304K 0.11%
+3,024
NVDA icon
47
NVIDIA
NVDA
$4.45T
$297K 0.11%
1,590
-70
STIP icon
48
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
$283K 0.1%
2,768
+851
HD icon
49
Home Depot
HD
$367B
$268K 0.1%
780
SCHX icon
50
Schwab US Large- Cap ETF
SCHX
$64.1B
$251K 0.09%
9,322
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