IWM

Inlight Wealth Management Portfolio holdings

AUM $193M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$10.8M
3
+$10.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.4M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 14.36%
2 Energy 9.05%
3 Technology 4.29%
4 Financials 4.07%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.42%
+48,237
27
$1.55M 1.02%
+239,968
28
$685K 0.45%
+37,088
29
$579K 0.38%
+23,562
30
$563K 0.37%
+2,249
31
$550K 0.36%
+46,997
32
$397K 0.26%
+12,653
33
$395K 0.26%
+3,607
34
$383K 0.25%
+3,528
35
$380K 0.25%
+2,804
36
$357K 0.23%
+70,199
37
$350K 0.23%
+2,800
38
$347K 0.23%
+892
39
$347K 0.23%
+2,583
40
$320K 0.21%
+320,026
41
$315K 0.21%
+15,537
42
$314K 0.21%
+744
43
$287K 0.19%
+20,246
44
$267K 0.18%
+1,401
45
$211K 0.14%
+210,897
46
$198K 0.13%
+179,293
47
$182K 0.12%
+5,867
48
$163K 0.11%
+13,841
49
$67.7K 0.04%
+67,702
50
$4.68K ﹤0.01%
+520
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