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
51
$198K 0.09%
1,917
+443
52
$189K 0.09%
309
+38
53
$172K 0.08%
1,526
54
$171K 0.08%
1,000
55
$163K 0.08%
541
56
$157K 0.07%
646
57
$149K 0.07%
572
58
$141K 0.07%
152
-2
59
$139K 0.07%
174
60
$136K 0.06%
732
61
$135K 0.06%
427
62
$134K 0.06%
523
63
$133K 0.06%
770
64
$128K 0.06%
720
65
$125K 0.06%
4,000
66
$123K 0.06%
1,076
+1
67
$118K 0.06%
1,261
68
$117K 0.05%
1,606
69
$111K 0.05%
2,822
-33
70
$109K 0.05%
703
71
$107K 0.05%
203
72
$98.8K 0.05%
221
73
$98.8K 0.05%
379
74
$95.7K 0.04%
3,000
75
$89.7K 0.04%
1,500
-600
1 2
3
4 5