IWM

Inlight Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Sells

1 +$6.46M
2 +$547K
3 +$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

Sector Composition

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
126
$28.4K 0.01%
400
127
$27.7K 0.01%
58
128
$26.9K 0.01%
774
129
$25.5K 0.01%
175
130
$25.3K 0.01%
1,250
131
$24.7K 0.01%
100
132
$24K 0.01%
373
133
$23.9K 0.01%
1,500
134
$23.9K 0.01%
94
-20
135
$23.6K 0.01%
500
136
$22.6K 0.01%
155
137
$21.5K 0.01%
145
138
$21.5K 0.01%
100
139
$21K 0.01%
130
140
$21K 0.01%
260
141
$19.9K 0.01%
385
142
$19.3K 0.01%
64
143
$18.6K 0.01%
81
144
$18.4K 0.01%
277
145
$17.5K 0.01%
223
146
$17.1K 0.01%
110
147
$17K 0.01%
200
148
$13.6K 0.01%
81
149
$12K 0.01%
65
-40
150
$11.9K 0.01%
+42