IWM

Inlight Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 28.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.63M
3
+$1.95M
4
BILL icon
BILL Holdings
BILL
+$1.79M
5
FRSH icon
Freshworks
FRSH
+$1.71M

Top Sells

1
+$2.77M
2
+$1.66M
3
+$314K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$241K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$238K

Sector Composition

1 Communication Services 10.39%
2 Technology 6.18%
3 Healthcare 2.89%
4 Financials 2.09%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.8K 0.01%
95
152
$11.8K 0.01%
170
153
$11.3K 0.01%
102
+1
154
$11.3K 0.01%
167
155
$10.5K 0.01%
400
156
$10.4K 0.01%
33
157
$9.7K 0.01%
73
158
$9.65K 0.01%
35
-118
159
$9.17K ﹤0.01%
1,554
160
$8.97K ﹤0.01%
43
161
$8.81K ﹤0.01%
11
162
$8.76K ﹤0.01%
55
163
$8.54K ﹤0.01%
450
164
$7.94K ﹤0.01%
15
165
$7.93K ﹤0.01%
136
166
$7.71K ﹤0.01%
13
167
$7.66K ﹤0.01%
366
168
$7.2K ﹤0.01%
100
169
$6.95K ﹤0.01%
75
170
$6.77K ﹤0.01%
135
171
$6.62K ﹤0.01%
23
172
$6.38K ﹤0.01%
68
173
$6.21K ﹤0.01%
90
174
$6.21K ﹤0.01%
200
175
$6.19K ﹤0.01%
71
5 6
7
8 9