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
$162M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.04M
3
+$855K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$733K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$699K

Top Sells

1
+$3.51M
2
+$1.55M
3
+$1.49M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.18M
5
BP icon
BP
BP
+$614K

Sector Composition

1 Communication Services 12.29%
2 Financials 4.5%
3 Technology 4.29%
4 Energy 3.92%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.2K 0.01%
+110
152
$16.1K 0.01%
+385
153
$14.9K 0.01%
+227
154
$14.9K 0.01%
+250
155
$14.3K 0.01%
+98
156
$13.8K 0.01%
+145
157
$13K 0.01%
+168
158
$13K 0.01%
+65
159
$12.5K 0.01%
+260
160
$11.3K 0.01%
+101
161
$11.3K 0.01%
+167
162
$11.3K 0.01%
+100
163
$10.9K 0.01%
+64
164
$10.9K 0.01%
+400
165
$10.7K 0.01%
+81
166
$10.6K 0.01%
+175
167
$10.5K 0.01%
+170
168
$9.8K 0.01%
+73
169
$9.76K 0.01%
+46
170
$9.37K 0.01%
+55
171
$9.34K 0.01%
+43
172
$9.3K 0.01%
+95
173
$9.15K 0.01%
+1,554
174
$8.91K 0.01%
+450
175
$8.5K 0.01%
+81
5 6
7
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