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IWM

Inlight Wealth Management Portfolio holdings

AUM $315M
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
+9.21%
1 Year Est. Return
+26.98%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$213M
AUM Growth
+$19.8M
Cap. Flow
+$4.13M
Cap. Flow %
1.94%
Top 10 Hldgs %
61.71%
Holding
257
New
8
Increased
28
Reduced
35
Closed
12

Top Buys

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$4.07M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.19M
3
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$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

Rank Stock Value
1
UBER icon
Uber
UBER
+$6.46M
2
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$547K
3
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

Sector Composition

Rank Sector Weight
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
TSLA icon
101
Tesla
TSLA
$1.21T
$44.5K 0.02%
100
-53
-35% -$18.4K
VIG icon
102
Vanguard Dividend Appreciation ETF
VIG
$113B
$44.2K 0.02%
205
– –
AMZN icon
103
Amazon
AMZN
$2.48T
$43.7K 0.02%
199
– –
TJX icon
104
TJX Companies
TJX
$178B
$43.4K 0.02%
300
– –
VTI icon
105
Vanguard Total Stock Market ETF
VTI
$656B
$43.3K 0.02%
132
+4
+3% +$1.26K
IEMG icon
106
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$41.2K 0.02%
625
– –
SCHF icon
107
Schwab International Equity ETF
SCHF
$65.5B
$41.1K 0.02%
1,766
– –
UBER icon
108
Uber
UBER
$144B
$40.5K 0.02%
413
-69,098
-99% -$6.46M
VHT icon
109
Vanguard Health Care ETF
VHT
$18.6B
$39.5K 0.02%
152
– –
LOW icon
110
Lowe's Companies
LOW
$122B
$39K 0.02%
155
– –
PM icon
111
Philip Morris
PM
$312B
$38.8K 0.02%
239
– –
TSM icon
112
TSMC
TSM
$2.03T
$38K 0.02%
136
– –
SE icon
113
Sea Limited
SE
$65.8B
$37.9K 0.02%
212
– –
BABA icon
114
Alibaba
BABA
$276B
$37.5K 0.02%
210
-21
-9% -$2.75K
MUB icon
115
iShares National Muni Bond ETF
MUB
$45.3B
$36.7K 0.02%
+345
New +$36.1K
EMR icon
116
Emerson Electric
EMR
$85B
$33.6K 0.02%
256
– –
GD icon
117
General Dynamics
GD
$106B
$33.1K 0.02%
97
– –
RCL icon
118
Royal Caribbean
RCL
$86.5B
$32.7K 0.02%
101
– –
WBD icon
119
Warner Bros
WBD
$64.2B
$32.5K 0.02%
12,778
+104
+0.8% +$1.42K
CRWD icon
120
CrowdStrike
CRWD
$185B
$31.9K 0.02%
260
– –
SKYY icon
121
First Trust Cloud Computing ETF
SKYY
$2.82B
$31.7K 0.01%
236
– –
MO icon
122
Altria Group
MO
$125B
$30.6K 0.01%
463
– –
TTE icon
123
TotalEnergies
TTE
$187B
$29.8K 0.01%
500
– –
VV icon
124
Vanguard Large-Cap ETF
VV
$52B
$28.9K 0.01%
94
– –
META icon
125
Meta Platforms (Facebook)
META
$1.51T
$28.6K 0.01%
39
-4
-9% -$2.98K
3 4
5
6 7

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EWA
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SAMC
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NTCM
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KHCM
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Inlight Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Inlight Wealth Management held 257 positions worth $213M, up 10% from $193M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Inlight Wealth Management's Q3 2025 filing shows 8 new, 28 increased, 35 reduced and 12 closed positions. Its largest new stake was Invesco CurrencyShares Euro Currency Trust: 3,002 shares worth $325K. The largest sale was Uber, an estimated $6.46M.

By sector, the portfolio is most concentrated in Communication Services at 9.8% of assets, down from 10% a quarter earlier, followed by Healthcare and Technology.

  • Inlight Wealth Management's largest Q3 2025 buy was Invesco CurrencyShares Euro Currency Trust: 3,002 shares worth $325K.
  • Inlight Wealth Management added most to iShares 1-3 Year International Treasury Bond ETF in Q3 2025, an estimated $4.07M increase.
  • Inlight Wealth Management's biggest Q3 2025 reduction was Uber, cutting an estimated $6.46M.
  • Inlight Wealth Management fully exited Juniper Networks in Q3 2025, selling an estimated $79.9K.
  • Inlight Wealth Management's ten largest holdings make up 62% of its $213M portfolio in Q3 2025.
  • Inlight Wealth Management opened 8 new positions and closed 12 in Q3 2025.
  • Inlight Wealth Management's portfolio value rose 10% quarter-over-quarter to $213M.

Based on Inlight Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.