IWM
Inlight Wealth Management Portfolio holdings
AUM $193M
This Quarter Return
+6.03%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$9.52M (+6%)
Cap. Flow
+$2.04M
Cap. Flow % of AUM
1.26%
Top 10 Holdings %Top 10 Hldgs %
60.92%
Holding
292
New
241
Increased
9
Reduced
29
Closed
3
Top Buys
| 1 | $4.74M | |
| 2 | $3.04M | |
| 3 | $855K | |
| 4 | $733K | |
| 5 | $699K |
Top Sells
| 1 | $3.51M | |
| 2 | $1.71M | |
| 3 | $1.55M | |
| 4 | $1.49M | |
| 5 | $1.18M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $16.2K | 0.01% | +110 | New | +$16.2K | |||
| $16.1K | 0.01% | +385 | New | +$16.1K | |||
| $14.9K | 0.01% | +227 | New | +$14.9K | |||
| $14.9K | 0.01% | +250 | New | +$14.9K | |||
| $14.3K | 0.01% | +98 | New | +$14.3K | |||
| $13.8K | 0.01% | +145 | New | +$13.8K | |||
| $13K | 0.01% | +168 | New | +$13K | |||
| $13K | 0.01% | +65 | New | +$13K | |||
| $12.5K | 0.01% | +260 | New | +$12.5K | |||
| $11.3K | 0.01% | +101 | New | +$11.3K | |||
| $11.3K | 0.01% | +167 | New | +$11.3K | |||
| $11.3K | 0.01% | +100 | New | +$11.3K | |||
| $10.9K | 0.01% | +64 | New | +$10.9K | |||
| $10.9K | 0.01% | +400 | New | +$10.9K | |||
| $10.7K | 0.01% | +81 | New | +$10.7K | |||
| $10.6K | 0.01% | +175 | New | +$10.6K | |||
| $10.5K | 0.01% | +170 | New | +$10.5K | |||
| $9.8K | 0.01% | +73 | New | +$9.8K | |||
| $9.76K | 0.01% | +46 | New | +$9.76K | |||
| $9.37K | 0.01% | +55 | New | +$9.37K | |||
| $9.34K | 0.01% | +43 | New | +$9.34K | |||
| $9.3K | 0.01% | +95 | New | +$9.3K | |||
| $9.15K | 0.01% | +1,554 | New | +$9.15K | |||
| $8.91K | 0.01% | +450 | New | +$8.91K | |||
| $8.5K | 0.01% | +81 | New | +$8.5K |
