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

Top Buys

1
+$10.5M
2
+$3.63M
3
+$1.95M
4
BILL icon
BILL Holdings
BILL
+$1.79M
5
FRSH icon
Freshworks
FRSH
+$1.71M

Top Sells

1
+$2.77M
2
+$1.66M
3
+$314K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$241K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$238K

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
26
$1.88M 0.97%
+40,547
27
$1.81M 0.94%
11,010
+6,656
28
$1.77M 0.92%
+118,886
29
$1.58M 0.82%
25,432
+15,405
30
$1.31M 0.68%
20,723
+12,158
31
$913K 0.47%
285,400
-15,742
32
$461K 0.24%
2,247
-4
33
$442K 0.23%
7,514
+2,545
34
$382K 0.2%
69,969
-65
35
$373K 0.19%
2,804
36
$351K 0.18%
707
-38
37
$351K 0.18%
3,528
38
$346K 0.18%
2,800
39
$320K 0.17%
320,026
40
$262K 0.14%
1,660
+43
41
$249K 0.13%
1,402
-195
42
$247K 0.13%
3,607
43
$235K 0.12%
641
-1
44
$228K 0.12%
9,322
+123
45
$213K 0.11%
7,978
+1,789
46
$211K 0.11%
210,897
47
$199K 0.1%
179,293
48
$178K 0.09%
2,974
+875
49
$167K 0.09%
5,087
50
$165K 0.09%
1,526
1
2
3 4 5