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 | |
|---|---|---|---|---|---|---|---|
| $855K | 0.53% | +4,592 | New | +$855K | |||
| $699K | 0.43% | +4,354 | New | +$699K | |||
| $585K | 0.36% | +10,027 | New | +$585K | |||
| $500K | 0.31% | 2,251 +2 | +0.1% | +$444 | |||
| $472K | 0.29% | +8,565 | New | +$472K | |||
| $358K | 0.22% | 70,034 -165 | -0.2% | -$842 | |||
| $349K | 0.22% | 2,804 | – | – | |||
| $344K | 0.21% | 3,528 | – | – | |||
| $335K | 0.21% | 2,800 | – | – | |||
| $320K | 0.2% | 320,026 | – | – | |||
| $292K | 0.18% | +4,969 | New | +$292K | |||
| $280K | 0.17% | 745 +1 | +0.1% | +$375 | |||
| $274K | 0.17% | 3,607 | – | – | |||
| $249K | 0.15% | 1,597 +196 | +14% | +$30.6K | |||
| $235K | 0.15% | 642 -250 | -28% | -$91.6K | |||
| $211K | 0.13% | 210,897 | – | – | |||
| $203K | 0.13% | +9,199 | New | +$203K | |||
| $198K | 0.12% | 29,115 -219,133 | -88% | -$1.49M | |||
| $198K | 0.12% | 179,293 | – | – | |||
| $181K | 0.11% | +1,526 | New | +$181K | |||
| $179K | 0.11% | 5,256 -7,397 | -58% | -$253K | |||
| $175K | 0.11% | 1,617 -966 | -37% | -$105K | |||
| $166K | 0.1% | +6,189 | New | +$166K | |||
| $158K | 0.1% | +5,087 | New | +$158K | |||
| $155K | 0.1% | +1,000 | New | +$155K |
