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
126
$25.6K 0.02%
+153
127
$25.6K 0.02%
+694
128
$25.4K 0.02%
+1,250
129
$25.3K 0.02%
+114
130
$24.8K 0.02%
+43
131
$24.7K 0.02%
+500
132
$24.2K 0.02%
+94
133
$24.1K 0.01%
+236
134
$23K 0.01%
+774
135
$23K 0.01%
+400
136
$22.9K 0.01%
+65
137
$22.6K 0.01%
+136
138
$22.2K 0.01%
+373
139
$21.6K 0.01%
+773
140
$21.5K 0.01%
+255
141
$20.6K 0.01%
+100
142
$20.6K 0.01%
+110
143
$20.4K 0.01%
+1,500
144
$19.9K 0.01%
+278
145
$19.1K 0.01%
+58
146
$18.7K 0.01%
2,934
-10,907
147
$17.5K 0.01%
+170
148
$17.3K 0.01%
+431
149
$17.3K 0.01%
+200
150
$16.7K 0.01%
+21
4 5
6
7 8