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
Cap. Flow
+$2.04M
Cap. Flow %
1.26%
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

1Communication Services12.29%
2Financials4.5%
3Technology4.29%
4Energy3.92%
5Healthcare3.82%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$25.6K0.02%
+153
 New
+$25.6K
$25.6K0.02%
+694
 New
+$25.6K
$25.4K0.02%
+1,250
 New
+$25.4K
$25.3K0.02%
+114
 New
+$25.3K
$24.8K0.02%
+43
 New
+$24.8K
$24.7K0.02%
+500
 New
+$24.7K
$24.2K0.01%
+94
 New
+$24.2K
$24.1K0.01%
+236
 New
+$24.1K
$23K0.01%
+774
 New
+$23K
$23K0.01%
+400
 New
+$23K
$22.9K0.01%
+65
 New
+$22.9K
$22.6K0.01%
+136
 New
+$22.6K
$22.2K0.01%
+373
 New
+$22.2K
$21.6K0.01%
+773
 New
+$21.6K
$21.5K0.01%
+255
 New
+$21.5K
$20.6K0.01%
+100
 New
+$20.6K
$20.6K0.01%
+110
 New
+$20.6K
$20.4K0.01%
+1,500
 New
+$20.4K
$19.9K0.01%
+278
 New
+$19.9K
$19.1K0.01%
+58
 New
+$19.1K
$18.7K0.01% 2,934
-10,907
-79%
-$69.6K
$17.5K0.01%
+170
 New
+$17.5K
$17.3K0.01%
+431
 New
+$17.3K
$17.3K0.01%
+200
 New
+$17.3K
$16.7K0.01%
+21
 New
+$16.7K
1 4567812