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

Top Buys

1
+$10.5M
2
+$3.63M
3
+$1.95M
4
BILL icon
BILL Holdings
BILL
+$1.79M
5
FRSH icon
Freshworks
FRSH
+$1.71M

Top Sells

1
+$2.77M
2
+$1.66M
3
+$314K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$241K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$238K

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
76
$93.4K 0.05%
529
77
$89.5K 0.05%
+3,189
78
$87.6K 0.05%
3,000
79
$81.5K 0.04%
807
-577
80
$79.9K 0.04%
2,000
81
$77.6K 0.04%
2,000
82
$77.2K 0.04%
366
83
$75.9K 0.04%
559
84
$74.3K 0.04%
394
85
$73.5K 0.04%
785
-330
86
$69.9K 0.04%
851
87
$69.9K 0.04%
1,000
88
$67.7K 0.04%
67,702
89
$65.6K 0.03%
490
90
$63.5K 0.03%
1,770
91
$63.4K 0.03%
839
92
$60.2K 0.03%
97
-9
93
$58.8K 0.03%
289
94
$57.9K 0.03%
190
95
$57.6K 0.03%
1,334
96
$56.8K 0.03%
74
97
$48.6K 0.03%
153
-164
98
$48K 0.02%
137
+19
99
$43.7K 0.02%
199
-9
100
$43.5K 0.02%
239
-1
2 3
4
5 6