IWM
Inlight Wealth Management Portfolio holdings
AUM $193M
This Quarter Return
+6.03%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$9.52M (+6%)
Cap. Flow
+$2.04M
Cap. Flow % of AUM
1.26%
Top 10 Holdings %Top 10 Hldgs %
60.92%
Holding
292
New
241
Increased
9
Reduced
29
Closed
3
Top Buys
| 1 | $4.74M | |
| 2 | $3.04M | |
| 3 | $855K | |
| 4 | $733K | |
| 5 | $699K |
Top Sells
| 1 | $3.51M | |
| 2 | $1.71M | |
| 3 | $1.55M | |
| 4 | $1.49M | |
| 5 | $1.18M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $152K | 0.09% | +1,384 | New | +$152K | |||
| $147K | 0.09% | +155 | New | +$147K | |||
| $143K | 0.09% | +2,855 | New | +$143K | |||
| $136K | 0.08% | +572 | New | +$136K | |||
| $135K | 0.08% | 8,000 -29,088 | -78% | -$492K | |||
| $134K | 0.08% | 4,972 -18,590 | -79% | -$502K | |||
| $125K | 0.08% | +2,099 | New | +$125K | |||
| $122K | 0.08% | 5,866 -82,134 | -93% | -$1.71M | |||
| $121K | 0.08% | +732 | New | +$121K | |||
| $118K | 0.07% | +704 | New | +$118K | |||
| $114K | 0.07% | 10,012 -36,985 | -79% | -$422K | |||
| $114K | 0.07% | +203 | New | +$114K | |||
| $111K | 0.07% | +224 | New | +$111K | |||
| $110K | 0.07% | +770 | New | +$110K | |||
| $110K | 0.07% | +720 | New | +$110K | |||
| $107K | 0.07% | +1,085 | New | +$107K | |||
| $106K | 0.07% | +523 | New | +$106K | |||
| $105K | 0.06% | +427 | New | +$105K | |||
| $103K | 0.06% | +1,261 | New | +$103K | |||
| $99.7K | 0.06% | +645 | New | +$99.7K | |||
| $99.2K | 0.06% | +959 | New | +$99.2K | |||
| $95.1K | 0.06% | +174 | New | +$95.1K | |||
| $94.7K | 0.06% | +1,606 | New | +$94.7K | |||
| $94K | 0.06% | +379 | New | +$94K | |||
| $90.4K | 0.06% | +529 | New | +$90.4K |
