IWM
Inlight Wealth Management Portfolio holdings
AUM $193M
This Quarter Return
+6.03%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$9.52M (+6%)
Cap. Flow
+$2.04M
Cap. Flow % of AUM
1.26%
Top 10 Holdings %Top 10 Hldgs %
60.92%
Holding
292
New
241
Increased
9
Reduced
29
Closed
3
Top Buys
| 1 | $4.74M | |
| 2 | $3.04M | |
| 3 | $855K | |
| 4 | $733K | |
| 5 | $699K |
Top Sells
| 1 | $3.51M | |
| 2 | $1.71M | |
| 3 | $1.55M | |
| 4 | $1.49M | |
| 5 | $1.18M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $45.7K | 0.03% | +49 | New | +$45.7K | |||
| $45.6K | 0.03% | +1,072 | New | +$45.6K | |||
| $44.5K | 0.03% | +162 | New | +$44.5K | |||
| $41.9K | 0.03% | +200 | New | +$41.9K | |||
| $40.7K | 0.03% | +74 | New | +$40.7K | |||
| $40.2K | 0.02% | +152 | New | +$40.2K | |||
| $39.8K | 0.02% | +205 | New | +$39.8K | |||
| $39.6K | 0.02% | +500 | New | +$39.6K | |||
| $39.6K | 0.02% | +208 | New | +$39.6K | |||
| $38.1K | 0.02% | +240 | New | +$38.1K | |||
| $36.5K | 0.02% | +300 | New | +$36.5K | |||
| $36.2K | 0.02% | +155 | New | +$36.2K | |||
| $33.7K | 0.02% | +625 | New | +$33.7K | |||
| $33.6K | 0.02% | +1,698 | New | +$33.6K | |||
| $32.3K | 0.02% | +500 | New | +$32.3K | |||
| $31.8K | 0.02% | +102 | New | +$31.8K | |||
| $31.3K | 0.02% | +118 | New | +$31.3K | |||
| $30.7K | 0.02% | +512 | New | +$30.7K | |||
| $30.5K | 0.02% | +231 | New | +$30.5K | |||
| $28.6K | 0.02% | +572 | New | +$28.6K | |||
| $28.1K | 0.02% | +256 | New | +$28.1K | |||
| $27.7K | 0.02% | +198 | New | +$27.7K | |||
| $27.7K | 0.02% | +212 | New | +$27.7K | |||
| $26.4K | 0.02% | +97 | New | +$26.4K | |||
| $25.8K | 0.02% | +150 | New | +$25.8K |
