IWM

Inlight Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.19M
3
+$1.08M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$735K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K

Top Sells

1
+$6.46M
2
+$547K
3
+$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

Sector Composition

1 Communication Services 9.81%
2 Healthcare 2.79%
3 Technology 2.62%
4 Energy 2.22%
5 Financials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.02%
32,096
+11,373
27
$2.17M 1.02%
40,881
+334
28
$2.01M 0.94%
86,327
-547
29
$1.49M 0.7%
284,704
-696
30
$1.4M 0.66%
118,930
+44
31
$573K 0.27%
2,248
+1
32
$572K 0.27%
9,721
+2,207
33
$412K 0.19%
69,969
34
$397K 0.19%
2,804
35
$390K 0.18%
3,528
36
$366K 0.17%
707
37
$363K 0.17%
2,800
38
$340K 0.16%
1,395
-7
39
$325K 0.15%
+3,002
40
$320K 0.15%
320,026
41
$316K 0.15%
780
+139
42
$310K 0.15%
3,607
43
$310K 0.15%
1,660
44
$246K 0.12%
9,322
45
$242K 0.11%
8,992
+1,014
46
$218K 0.1%
3,632
+658
47
$216K 0.1%
5,087
48
$213K 0.1%
5,866
49
$211K 0.1%
210,897
50
$200K 0.09%
179,293
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