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
$273M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$9.06M
2 +$7.33M
3 +$4.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.1M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.91M

Top Sells

1 +$671K
2 +$466K
3 +$206K
4
PFE icon
Pfizer
PFE
+$150K
5
VOD icon
Vodafone
VOD
+$131K

Sector Composition

1 Communication Services 7.9%
2 Technology 2.76%
3 Healthcare 2.11%
4 Energy 1.63%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LII icon
76
Lennox International
LII
$17B
$98.6K 0.04%
203
ITW icon
77
Illinois Tool Works
ITW
$78.4B
$93.3K 0.03%
379
AZN icon
78
AstraZeneca
AZN
$318B
$91.9K 0.03%
1,000
TXRH icon
79
Texas Roadhouse
TXRH
$10.9B
$88.6K 0.03%
534
XAR icon
80
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.26B
$88.3K 0.03%
366
BWZ icon
81
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$324M
$87.4K 0.03%
3,189
ITA icon
82
iShares US Aerospace & Defense ETF
ITA
$14.2B
$84.6K 0.03%
394
SCHG icon
83
Schwab US Large-Cap Growth ETF
SCHG
$54.4B
$81.5K 0.03%
2,500
-500
UPS icon
84
United Parcel Service
UPS
$90.4B
$80K 0.03%
807
SDY icon
85
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$77.8K 0.03%
559
SCHF icon
86
Schwab International Equity ETF
SCHF
$63.7B
$75.2K 0.03%
3,127
+1,361
DLN icon
87
WisdomTree US LargeCap Dividend Fund
DLN
$5.95B
$75K 0.03%
851
IEMG icon
88
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$74.2K 0.03%
1,104
+479
VPU icon
89
Vanguard Utilities ETF
VPU
$8.77B
$74K 0.03%
400
SPY icon
90
State Street SPDR S&P 500 ETF Trust
SPY
$720B
$73K 0.03%
+107
GLD icon
91
SPDR Gold Trust
GLD
$164B
$67.8K 0.02%
171
VGK icon
92
Vanguard FTSE Europe ETF
VGK
$31.5B
$67.7K 0.02%
67,702
IVV icon
93
iShares Core S&P 500 ETF
IVV
$782B
$66.4K 0.02%
97
TSLA icon
94
Tesla
TSLA
$1.5T
$60.7K 0.02%
135
+35
CIBR icon
95
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.1B
$59.9K 0.02%
839
NNN icon
96
NNN REIT
NNN
$8.59B
$52.9K 0.02%
1,334
AVB icon
97
AvalonBay Communities
AVB
$24.2B
$52.4K 0.02%
289
VIG icon
98
Vanguard Dividend Appreciation ETF
VIG
$105B
$51.6K 0.02%
235
+30
URA icon
99
Global X Uranium ETF
URA
$7.67B
$51.3K 0.02%
1,200
MUB icon
100
iShares National Muni Bond ETF
MUB
$43.7B
$47.7K 0.02%
445
+100