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
$213M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Sells

1 +$6.77M
2 +$551K
3 +$421K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
HOOD icon
Robinhood
HOOD
+$58K

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
CSCO icon
151
Cisco
CSCO
$307B
$11.6K 0.01%
170
GILD icon
152
Gilead Sciences
GILD
$155B
$11.4K 0.01%
103
+1
GRMN icon
153
Garmin
GRMN
$38.4B
$10.6K 0.01%
43
MDLZ icon
154
Mondelez International
MDLZ
$72.3B
$10.4K ﹤0.01%
167
DVY icon
155
iShares Select Dividend ETF
DVY
$20.7B
$10.4K ﹤0.01%
73
ARLP icon
156
Alliance Resource Partners
ARLP
$3.05B
$10.1K ﹤0.01%
400
ZS icon
157
Zscaler
ZS
$38.9B
$9.89K ﹤0.01%
33
TWLO icon
158
Twilio
TWLO
$19.4B
$9.51K ﹤0.01%
95
GEV icon
159
GE Vernova
GEV
$163B
$9.22K ﹤0.01%
15
ACP
160
abrdn Income Credit Strategies Fund
ACP
$680M
$9.01K ﹤0.01%
1,554
PDI icon
161
PIMCO Dynamic Income Fund
PDI
$7.56B
$8.91K ﹤0.01%
450
U icon
162
Unity
U
$19.1B
$8.49K ﹤0.01%
212
PG icon
163
Procter & Gamble
PG
$343B
$8.45K ﹤0.01%
55
ETG
164
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.72B
$7.73K ﹤0.01%
366
EQT icon
165
EQT Corp
EQT
$38.2B
$7.4K ﹤0.01%
136
AVGO icon
166
Broadcom
AVGO
$1.8T
$7.26K ﹤0.01%
22
-13
DON icon
167
WisdomTree US MidCap Dividend Fund
DON
$3.74B
$7.06K ﹤0.01%
135
RAAX icon
168
VanEck Inflation Allocation ETF
RAAX
$246M
$6.89K ﹤0.01%
200
PSTG icon
169
Pure Storage
PSTG
$22.6B
$6.87K ﹤0.01%
82
VEEV icon
170
Veeva Systems
VEEV
$39.7B
$6.85K ﹤0.01%
23
TYL icon
171
Tyler Technologies
TYL
$19.9B
$6.8K ﹤0.01%
13
CCEP icon
172
Coca-Cola Europacific Partners
CCEP
$41.2B
$6.78K ﹤0.01%
75
ASML icon
173
ASML
ASML
$443B
$6.78K ﹤0.01%
7
-4
MDT icon
174
Medtronic
MDT
$131B
$6.76K ﹤0.01%
71
MOAT icon
175
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$6.74K ﹤0.01%
68