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
51
$160K 0.08%
2,855
52
$156K 0.08%
572
53
$154K 0.08%
1,000
54
$154K 0.08%
271
+134
55
$152K 0.08%
154
-1
56
$152K 0.08%
1,474
+515
57
$138K 0.07%
+541
58
$138K 0.07%
5,866
59
$134K 0.07%
770
60
$133K 0.07%
1,075
-10
61
$126K 0.07%
523
62
$124K 0.06%
4,000
-1,256
63
$124K 0.06%
427
64
$123K 0.06%
174
65
$120K 0.06%
221
-3
66
$116K 0.06%
203
67
$114K 0.06%
646
+1
68
$113K 0.06%
1,261
69
$112K 0.06%
732
70
$111K 0.06%
720
71
$101K 0.05%
703
-1
72
$100K 0.05%
1,606
73
$100K 0.05%
534
74
$94.5K 0.05%
2,100
75
$93.7K 0.05%
379
1 2
3
4 5