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
$193M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.72M
3
+$2.07M
4
BILL icon
BILL Holdings
BILL
+$1.88M
5
FRSH icon
Freshworks
FRSH
+$1.77M

Top Sells

1
+$2.65M
2
+$1.66M
3
+$323K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$256K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$256K

Sector Composition

1 Communication Services 10.39%
2 Technology 6.18%
3 Healthcare 2.89%
4 Financials 2.09%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VPU icon
76
Vanguard Utilities ETF
VPU
$7.87B
$93.4K 0.05%
529
BWZ icon
77
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$368M
$89.5K 0.05%
+3,189
SCHG icon
78
Schwab US Large-Cap Growth ETF
SCHG
$53.6B
$87.6K 0.05%
3,000
UPS icon
79
United Parcel Service
UPS
$79B
$81.5K 0.04%
807
-577
JNPR
80
DELISTED
Juniper Networks
JNPR
$79.9K 0.04%
2,000
URA icon
81
Global X Uranium ETF
URA
$5.18B
$77.6K 0.04%
2,000
XAR icon
82
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.81B
$77.2K 0.04%
366
SDY icon
83
State Street SPDR S&P Dividend ETF
SDY
$19.9B
$75.9K 0.04%
559
ITA icon
84
iShares US Aerospace & Defense ETF
ITA
$11.6B
$74.3K 0.04%
394
HOOD icon
85
Robinhood
HOOD
$122B
$73.5K 0.04%
785
-330
DLN icon
86
WisdomTree US LargeCap Dividend Fund
DLN
$5.41B
$69.9K 0.04%
851
AZN icon
87
AstraZeneca
AZN
$271B
$69.9K 0.04%
1,000
VGK icon
88
Vanguard FTSE Europe ETF
VGK
$27.7B
$67.7K 0.04%
67,702
NFLX icon
89
Netflix
NFLX
$475B
$65.6K 0.03%
49
PINS icon
90
Pinterest
PINS
$18.2B
$63.5K 0.03%
1,770
CIBR icon
91
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.1B
$63.4K 0.03%
839
IVV icon
92
iShares Core S&P 500 ETF
IVV
$677B
$60.2K 0.03%
97
-9
AVB icon
93
AvalonBay Communities
AVB
$25B
$58.8K 0.03%
289
GLD icon
94
SPDR Gold Trust
GLD
$131B
$57.9K 0.03%
190
NNN icon
95
NNN REIT
NNN
$7.7B
$57.6K 0.03%
1,334
SPOT icon
96
Spotify
SPOT
$128B
$56.8K 0.03%
74
TSLA icon
97
Tesla
TSLA
$1.48T
$48.6K 0.03%
153
-164
APP icon
98
Applovin
APP
$220B
$48K 0.02%
137
+19
AMZN icon
99
Amazon
AMZN
$2.66T
$43.7K 0.02%
199
-9
PM icon
100
Philip Morris
PM
$241B
$43.5K 0.02%
239
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