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
101
$42.4K 0.02%
500
102
$42K 0.02%
205
103
$39K 0.02%
1,766
+68
104
$38.9K 0.02%
128
-34
105
$37.7K 0.02%
152
106
$37.5K 0.02%
625
107
$37.1K 0.02%
200
108
$37K 0.02%
300
109
$34.8K 0.02%
255
110
$34.4K 0.02%
155
111
$34.1K 0.02%
256
112
$33.9K 0.02%
212
113
$33.1K 0.02%
65
114
$31.7K 0.02%
43
115
$31.6K 0.02%
101
+1
116
$30.8K 0.02%
136
117
$30.7K 0.02%
500
118
$29.9K 0.02%
100
-2
119
$28.7K 0.01%
236
120
$28.3K 0.01%
97
121
$27.1K 0.01%
463
-49
122
$27K 0.01%
114
123
$26.8K 0.01%
94
124
$26.2K 0.01%
231
125
$25.9K 0.01%
110
3 4
5
6 7