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
$193M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.72M
3
+$2.07M
4
BILL icon
BILL Holdings
BILL
+$1.88M
5
FRSH icon
Freshworks
FRSH
+$1.77M

Top Sells

1
+$2.65M
2
+$1.66M
3
+$323K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$256K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$256K

Sector Composition

1 Communication Services 10.39%
2 Technology 6.18%
3 Healthcare 2.89%
4 Financials 2.09%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BILL icon
26
BILL Holdings
BILL
$4.74B
$1.88M 0.97%
+40,547
VOE icon
27
Vanguard Mid-Cap Value ETF
VOE
$19.2B
$1.81M 0.94%
11,010
+6,656
FRSH icon
28
Freshworks
FRSH
$3.19B
$1.77M 0.92%
+118,886
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$100B
$1.58M 0.82%
25,432
+15,405
EMXC icon
30
iShares MSCI Emerging Markets ex China ETF
EMXC
$14.2B
$1.31M 0.68%
20,723
+12,158
AMPY icon
31
Amplify Energy
AMPY
$230M
$913K 0.47%
285,400
-15,742
AAPL icon
32
Apple
AAPL
$3.98T
$461K 0.24%
2,247
-4
VGSH icon
33
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$442K 0.23%
7,514
+2,545
VWO icon
34
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$382K 0.2%
69,969
-65
IJT icon
35
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.24B
$373K 0.19%
2,804
MSFT icon
36
Microsoft
MSFT
$3.76T
$351K 0.18%
707
-38
IJS icon
37
iShares S&P Small-Cap 600 Value ETF
IJS
$6.73B
$351K 0.18%
3,528
IJJ icon
38
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.93B
$346K 0.18%
2,800
CSL icon
39
Carlisle Companies
CSL
$13.3B
$320K 0.17%
320,026
NVDA icon
40
NVIDIA
NVDA
$4.85T
$262K 0.14%
1,660
+43
GOOG icon
41
Alphabet (Google) Class C
GOOG
$3.51T
$249K 0.13%
1,402
-195
WK icon
42
Workiva
WK
$5B
$247K 0.13%
3,607
HD icon
43
Home Depot
HD
$369B
$235K 0.12%
641
-1
SCHX icon
44
Schwab US Large- Cap ETF
SCHX
$62.2B
$228K 0.12%
9,322
+123
SCHP icon
45
Schwab US TIPS ETF
SCHP
$14.3B
$213K 0.11%
7,978
+1,789
IVW icon
46
iShares S&P 500 Growth ETF
IVW
$68B
$211K 0.11%
210,897
IVE icon
47
iShares S&P 500 Value ETF
IVE
$42.4B
$199K 0.1%
179,293
VGIT icon
48
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$178K 0.09%
2,974
+875
SLV icon
49
iShares Silver Trust
SLV
$24.7B
$167K 0.09%
5,087
XOM icon
50
Exxon Mobil
XOM
$499B
$165K 0.09%
1,526
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