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 | |
|---|---|---|---|---|---|---|---|
| $89K | 0.06% | +534 | New | +$89K | |||
| $85.2K | 0.05% | +5,242 | New | +$85.2K | |||
| $85K | 0.05% | +6,681 | New | +$85K | |||
| $82.2K | 0.05% | +317 | New | +$82.2K | |||
| $82K | 0.05% | +2,100 | New | +$82K | |||
| $75.8K | 0.05% | +559 | New | +$75.8K | |||
| $75.1K | 0.05% | +3,000 | New | +$75.1K | |||
| $73.5K | 0.05% | +1,000 | New | +$73.5K | |||
| $72.4K | 0.04% | +2,000 | New | +$72.4K | |||
| $70.4K | 0.04% | +137 | New | +$70.4K | |||
| $67.7K | 0.04% | 67,702 | – | – | |||
| $67.5K | 0.04% | +851 | New | +$67.5K | |||
| $66.9K | 0.04% | +2,507 | New | +$66.9K | |||
| $62K | 0.04% | +289 | New | +$62K | |||
| $61.2K | 0.04% | 3,179 -12,358 | -80% | -$238K | |||
| $60.3K | 0.04% | +394 | New | +$60.3K | |||
| $59.6K | 0.04% | +106 | New | +$59.6K | |||
| $58.8K | 0.04% | +366 | New | +$58.8K | |||
| $56.9K | 0.04% | +1,334 | New | +$56.9K | |||
| $54.9K | 0.03% | +1,770 | New | +$54.9K | |||
| $54.7K | 0.03% | +190 | New | +$54.7K | |||
| $52.9K | 0.03% | +839 | New | +$52.9K | |||
| $49.9K | 0.03% | 4,190 -16,056 | -79% | -$191K | |||
| $46.4K | 0.03% | +1,115 | New | +$46.4K | |||
| $45.8K | 0.03% | +2,000 | New | +$45.8K |
