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
101
$45.7K 0.03%
+49
102
$45.6K 0.03%
+1,072
103
$44.5K 0.03%
+162
104
$41.9K 0.03%
+200
105
$40.7K 0.03%
+74
106
$40.2K 0.02%
+152
107
$39.8K 0.02%
+205
108
$39.6K 0.02%
+500
109
$39.6K 0.02%
+208
110
$38.1K 0.02%
+240
111
$36.5K 0.02%
+300
112
$36.2K 0.02%
+155
113
$33.7K 0.02%
+625
114
$33.6K 0.02%
+1,698
115
$32.3K 0.02%
+500
116
$31.8K 0.02%
+102
117
$31.3K 0.02%
+118
118
$30.7K 0.02%
+512
119
$30.5K 0.02%
+231
120
$28.6K 0.02%
+572
121
$28.1K 0.02%
+256
122
$27.7K 0.02%
+198
123
$27.7K 0.02%
+212
124
$26.4K 0.02%
+97
125
$25.8K 0.02%
+150
3 4
5
6 7