IWM

Inlight Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.19M
3
+$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

1
+$6.46M
2
+$547K
3
+$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

Sector Composition

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
76
$88.7K 0.04%
534
77
$88.7K 0.04%
3,189
78
$86K 0.04%
366
79
$84.8K 0.04%
118
-19
80
$82.4K 0.04%
394
81
$78.3K 0.04%
559
82
$76.7K 0.04%
1,000
83
$75.8K 0.04%
400
-129
84
$74.1K 0.03%
851
85
$67.7K 0.03%
67,702
86
$67.4K 0.03%
807
87
$64.9K 0.03%
97
88
$63.8K 0.03%
839
89
$60.8K 0.03%
171
-19
90
$58.7K 0.03%
490
91
$57.2K 0.03%
1,200
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92
$56.9K 0.03%
1,770
93
$56.8K 0.03%
1,334
94
$55.8K 0.03%
289
95
$54.4K 0.03%
380
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96
$51.7K 0.02%
74
97
$47K 0.02%
240
-10
98
$46.5K 0.02%
255
99
$46.3K 0.02%
200
100
$46.2K 0.02%
500
2 3
4
5 6