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IWM

Inlight Wealth Management Portfolio holdings

AUM $315M
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
+9.21%
1 Year Est. Return
+26.98%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$213M
AUM Growth
+$19.8M
Cap. Flow
+$4.13M
Cap. Flow %
1.94%
Top 10 Hldgs %
61.71%
Holding
257
New
8
Increased
28
Reduced
35
Closed
12

Top Buys

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$4.07M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.19M
3
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.08M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$735K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K

Top Sells

Rank Stock Value
1
UBER icon
Uber
UBER
+$6.46M
2
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$547K
3
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

Sector Composition

Rank Sector Weight
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
$13.5B
$88.7K 0.04%
534
– –
BWZ icon
77
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$264M
$88.7K 0.04%
3,189
– –
XAR icon
78
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.08B
$86K 0.04%
366
– –
APP icon
79
Applovin
APP
$140B
$84.8K 0.04%
118
-19
-14% -$8.76K
ITA icon
80
iShares US Aerospace & Defense ETF
ITA
$14.5B
$82.4K 0.04%
394
– –
SDY icon
81
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$78.3K 0.04%
559
– –
AZN icon
82
AstraZeneca
AZN
$267B
$76.7K 0.04%
500
– –
VPU
83
Vanguard Utilities ETF
VPU
$8.68B
$75.8K 0.04%
400
-129
-24% -$23.6K
DLN icon
84
WisdomTree US LargeCap Dividend Fund
DLN
$6.29B
$74.1K 0.03%
851
– –
VGK icon
85
Vanguard FTSE Europe ETF
VGK
$30.2B
$67.7K 0.03%
67,702
– –
UPS icon
86
United Parcel Service
UPS
$89.7B
$67.4K 0.03%
807
– –
IVV icon
87
iShares Core S&P 500 ETF
IVV
$871B
$64.9K 0.03%
97
– –
CIBR icon
88
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
$63.8K 0.03%
839
– –
GLD icon
89
SPDR Gold Trust
GLD
$131B
$60.8K 0.03%
171
-19
-10% -$6.05K
NFLX icon
90
Netflix
NFLX
$301B
$58.7K 0.03%
490
– –
URA icon
91
Global X Uranium ETF
URA
$5.41B
$57.2K 0.03%
1,200
-800
-40% -$33K
PINS icon
92
Pinterest
PINS
$13.6B
$56.9K 0.03%
1,770
– –
NNN icon
93
NNN REIT
NNN
$9.37B
$56.8K 0.03%
1,334
– –
AVB icon
94
AvalonBay Communities
AVB
$27.2B
$55.8K 0.03%
289
– –
HOOD icon
95
Robinhood
HOOD
$83.3B
$54.4K 0.03%
380
-405
-52% -$44.2K
SPOT icon
96
Spotify
SPOT
$105B
$51.7K 0.02%
74
– –
ALAB icon
97
Astera Labs
ALAB
$44.6B
$47K 0.02%
240
-10
-4% -$1.64K
PLTR icon
98
Palantir
PLTR
$296B
$46.5K 0.02%
255
– –
ABBV icon
99
AbbVie
ABBV
$465B
$46.3K 0.02%
200
– –
NFG icon
100
National Fuel Gas
NFG
$7.73B
$46.2K 0.02%
500
– –
2 3
4
5 6

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Inlight Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Inlight Wealth Management held 257 positions worth $213M, up 10% from $193M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Inlight Wealth Management's Q3 2025 filing shows 8 new, 28 increased, 35 reduced and 12 closed positions. Its largest new stake was Invesco CurrencyShares Euro Currency Trust: 3,002 shares worth $325K. The largest sale was Uber, an estimated $6.46M.

By sector, the portfolio is most concentrated in Communication Services at 9.8% of assets, down from 10% a quarter earlier, followed by Healthcare and Technology.

  • Inlight Wealth Management's largest Q3 2025 buy was Invesco CurrencyShares Euro Currency Trust: 3,002 shares worth $325K.
  • Inlight Wealth Management added most to iShares 1-3 Year International Treasury Bond ETF in Q3 2025, an estimated $4.07M increase.
  • Inlight Wealth Management's biggest Q3 2025 reduction was Uber, cutting an estimated $6.46M.
  • Inlight Wealth Management fully exited Juniper Networks in Q3 2025, selling an estimated $79.9K.
  • Inlight Wealth Management's ten largest holdings make up 62% of its $213M portfolio in Q3 2025.
  • Inlight Wealth Management opened 8 new positions and closed 12 in Q3 2025.
  • Inlight Wealth Management's portfolio value rose 10% quarter-over-quarter to $213M.

Based on Inlight Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.