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
101
$44.5K 0.02%
100
-53
102
$44.2K 0.02%
205
103
$43.7K 0.02%
199
104
$43.4K 0.02%
300
105
$43.3K 0.02%
132
+4
106
$41.2K 0.02%
625
107
$41.1K 0.02%
1,766
108
$40.5K 0.02%
413
-69,098
109
$39.5K 0.02%
152
110
$39K 0.02%
155
111
$38.8K 0.02%
239
112
$38K 0.02%
136
113
$37.9K 0.02%
212
114
$37.5K 0.02%
210
-21
115
$36.7K 0.02%
+345
116
$33.6K 0.02%
256
117
$33.1K 0.02%
97
118
$32.7K 0.02%
101
119
$32.5K 0.02%
12,778
+104
120
$31.9K 0.02%
65
121
$31.7K 0.01%
236
122
$30.6K 0.01%
463
123
$29.8K 0.01%
500
124
$28.9K 0.01%
94
125
$28.6K 0.01%
39
-4
3 4
5
6 7