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
126
$25K 0.01%
774
127
$24.3K 0.01%
400
128
$24.2K 0.01%
373
129
$23.5K 0.01%
1,250
130
$22.7K 0.01%
12,674
-16,441
131
$22.6K 0.01%
250
132
$22.5K 0.01%
58
133
$21.6K 0.01%
105
134
$21K 0.01%
500
135
$20.6K 0.01%
1,500
136
$19.6K 0.01%
277
-1
137
$19.6K 0.01%
100
138
$18.4K 0.01%
130
-40
139
$18.2K 0.01%
385
140
$16.7K 0.01%
110
141
$16.7K 0.01%
145
142
$16.5K 0.01%
260
143
$16.5K 0.01%
64
-1
144
$16.5K 0.01%
200
145
$16.2K 0.01%
223
-4
146
$14.4K 0.01%
155
-276
147
$14.2K 0.01%
175
148
$13.1K 0.01%
64
149
$12.2K 0.01%
81
150
$11.8K 0.01%
81
4 5
6
7 8