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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
HSBC icon
126
HSBC
HSBC
$352B
$28.4K 0.01%
400
– –
CAT icon
127
Caterpillar
CAT
$362B
$27.7K 0.01%
58
– –
ITAN icon
128
Sparkline Intangible Value ETF
ITAN
$107M
$26.9K 0.01%
774
– –
CIEN icon
129
Ciena
CIEN
$46.7B
$25.5K 0.01%
175
– –
NLY icon
130
Annaly Capital Management
NLY
$17.4B
$25.3K 0.01%
1,250
– –
ACN icon
131
Accenture
ACN
$107B
$24.7K 0.01%
100
– –
QMOM icon
132
Alpha Architect US Quantitative Momentum ETF
QMOM
$408M
$24K 0.01%
373
– –
MUFG icon
133
Mitsubishi UFJ Financial
MUFG
$250B
$23.9K 0.01%
1,500
– –
VB icon
134
Vanguard Small-Cap ETF
VB
$79.1B
$23.9K 0.01%
94
-20
-18% -$4.96K
OXY icon
135
Occidental Petroleum
OXY
$56B
$23.6K 0.01%
500
– –
CRDO icon
136
Credo Technology Group
CRDO
$33.6B
$22.6K 0.01%
155
– –
SHOP icon
137
Shopify
SHOP
$168B
$21.5K 0.01%
145
– –
NET icon
138
Cloudflare
NET
$94.2B
$21.5K 0.01%
100
– –
AMD icon
139
Advanced Micro Devices
AMD
$697B
$21K 0.01%
130
– –
TEM
140
Tempus AI
TEM
$7.51B
$21K 0.01%
260
– –
BAC icon
141
Bank of America
BAC
$431B
$19.9K 0.01%
385
– –
GE icon
142
GE Aerospace
GE
$366B
$19.3K 0.01%
64
– –
RDDT icon
143
Reddit
RDDT
$34.8B
$18.6K 0.01%
81
– –
KO icon
144
Coca-Cola
KO
$388B
$18.4K 0.01%
277
– –
SPYM
145
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$17.5K 0.01%
223
– –
MMM icon
146
3M
MMM
$92.5B
$17.1K 0.01%
110
– –
REZ icon
147
iShares Residential and Multisector Real Estate ETF
REZ
$910M
$17K 0.01%
200
– –
RTX icon
148
RTX Corp
RTX
$291B
$13.6K 0.01%
81
– –
NOW icon
149
ServiceNow
NOW
$120B
$12K 0.01%
65
-40
-38% -$7.47K
AMGN icon
150
Amgen
AMGN
$211B
$11.9K 0.01%
+42
New +$12.2K
4 5
6
7 8

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WIC
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EWA
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SAMC
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NTCM
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TF
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SL
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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.