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
$213M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.22M
3
+$1.11M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$768K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$705K

Top Sells

1
+$6.77M
2
+$551K
3
+$421K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
HOOD icon
Robinhood
HOOD
+$58K

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
TXRH icon
76
Texas Roadhouse
TXRH
$11.2B
$88.7K 0.04%
534
BWZ icon
77
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$388M
$88.7K 0.04%
3,189
XAR icon
78
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.4B
$86K 0.04%
366
APP icon
79
Applovin
APP
$224B
$84.8K 0.04%
118
-19
ITA icon
80
iShares US Aerospace & Defense ETF
ITA
$11.8B
$82.4K 0.04%
394
SDY icon
81
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$78.3K 0.04%
559
AZN icon
82
AstraZeneca
AZN
$282B
$76.7K 0.04%
1,000
VPU icon
83
Vanguard Utilities ETF
VPU
$7.89B
$75.8K 0.04%
400
-129
DLN icon
84
WisdomTree US LargeCap Dividend Fund
DLN
$5.56B
$74.1K 0.03%
851
VGK icon
85
Vanguard FTSE Europe ETF
VGK
$28.4B
$67.7K 0.03%
67,702
UPS icon
86
United Parcel Service
UPS
$83.3B
$67.4K 0.03%
807
IVV icon
87
iShares Core S&P 500 ETF
IVV
$733B
$64.9K 0.03%
97
CIBR icon
88
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
$63.8K 0.03%
839
GLD icon
89
SPDR Gold Trust
GLD
$141B
$60.8K 0.03%
171
-19
NFLX icon
90
Netflix
NFLX
$441B
$58.7K 0.03%
490
URA icon
91
Global X Uranium ETF
URA
$5.32B
$57.2K 0.03%
1,200
-800
PINS icon
92
Pinterest
PINS
$18.5B
$56.9K 0.03%
1,770
NNN icon
93
NNN REIT
NNN
$7.81B
$56.8K 0.03%
1,334
AVB icon
94
AvalonBay Communities
AVB
$25.7B
$55.8K 0.03%
289
HOOD icon
95
Robinhood
HOOD
$120B
$54.4K 0.03%
380
-405
SPOT icon
96
Spotify
SPOT
$115B
$51.7K 0.02%
74
ALAB icon
97
Astera Labs
ALAB
$25.8B
$47K 0.02%
240
-10
PLTR icon
98
Palantir
PLTR
$420B
$46.5K 0.02%
255
ABBV icon
99
AbbVie
ABBV
$407B
$46.3K 0.02%
200
NFG icon
100
National Fuel Gas
NFG
$7.46B
$46.2K 0.02%
500
2 3
4
5 6