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
51
$152K 0.09%
+1,384
52
$147K 0.09%
+155
53
$143K 0.09%
+2,855
54
$136K 0.08%
+572
55
$135K 0.08%
8,000
-29,088
56
$134K 0.08%
4,972
-18,590
57
$125K 0.08%
+2,099
58
$122K 0.08%
5,866
-1
59
$121K 0.08%
+732
60
$118K 0.07%
+704
61
$114K 0.07%
10,012
-36,985
62
$114K 0.07%
+203
63
$111K 0.07%
+224
64
$110K 0.07%
+770
65
$110K 0.07%
+720
66
$107K 0.07%
+1,085
67
$106K 0.07%
+523
68
$105K 0.06%
+427
69
$103K 0.06%
+1,261
70
$99.7K 0.06%
+645
71
$99.2K 0.06%
+959
72
$95.1K 0.06%
+174
73
$94.7K 0.06%
+1,606
74
$94K 0.06%
+379
75
$90.4K 0.06%
+529
1 2
3
4 5