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
$162M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.04M
3
+$855K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$733K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$699K

Top Sells

1
+$3.51M
2
+$1.55M
3
+$1.49M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.18M
5
BP icon
BP
BP
+$614K

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 Change
in Stake 		Capital Flow
76
$89K 0.06%
+534
77
$85.2K 0.05%
+5,242
78
$85K 0.05%
+6,681
79
$82.2K 0.05%
+317
80
$82K 0.05%
+2,100
81
$75.8K 0.05%
+559
82
$75.1K 0.05%
+3,000
83
$73.5K 0.05%
+1,000
84
$72.4K 0.04%
+2,000
85
$70.4K 0.04%
+137
86
$67.7K 0.04%
67,702
87
$67.5K 0.04%
+851
88
$66.9K 0.04%
+2,507
89
$62K 0.04%
+289
90
$61.2K 0.04%
3,179
-12,358
91
$60.3K 0.04%
+394
92
$59.6K 0.04%
+106
93
$58.8K 0.04%
+366
94
$56.9K 0.04%
+1,334
95
$54.9K 0.03%
+1,770
96
$54.7K 0.03%
+190
97
$52.9K 0.03%
+839
98
$49.9K 0.03%
4,190
-16,056
99
$46.4K 0.03%
+1,115
100
$45.8K 0.03%
+2,000
2 3
4
5 6