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
26
$855K 0.53%
+4,592
27
$699K 0.43%
+4,354
28
$585K 0.36%
+10,027
29
$500K 0.31%
2,251
+2
30
$472K 0.29%
+8,565
31
$358K 0.22%
70,034
-165
32
$349K 0.22%
2,804
33
$344K 0.21%
3,528
34
$335K 0.21%
2,800
35
$320K 0.2%
320,026
36
$292K 0.18%
+4,969
37
$280K 0.17%
745
+1
38
$274K 0.17%
3,607
39
$249K 0.15%
1,597
+196
40
$235K 0.15%
642
-250
41
$211K 0.13%
210,897
42
$203K 0.13%
+9,199
43
$198K 0.12%
29,115
-219,133
44
$198K 0.12%
179,293
45
$181K 0.11%
+1,526
46
$179K 0.11%
5,256
-7,397
47
$175K 0.11%
1,617
-966
48
$166K 0.1%
+6,189
49
$158K 0.1%
+5,087
50
$155K 0.1%
+1,000
1
2
3 4 5