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
$193M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$3.72M
3 +$2.07M
4
BILL icon
BILL Holdings
BILL
+$1.88M
5
FRSH icon
Freshworks
FRSH
+$1.77M

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
TWLO icon
151
Twilio
TWLO
$18.1B
$11.8K 0.01%
95
CSCO icon
152
Cisco
CSCO
$297B
$11.8K 0.01%
170
GILD icon
153
Gilead Sciences
GILD
$155B
$11.3K 0.01%
102
+1
MDLZ icon
154
Mondelez International
MDLZ
$73.9B
$11.3K 0.01%
167
ARLP icon
155
Alliance Resource Partners
ARLP
$3.13B
$10.5K 0.01%
400
ZS icon
156
Zscaler
ZS
$34.1B
$10.4K 0.01%
33
DVY icon
157
iShares Select Dividend ETF
DVY
$21.8B
$9.7K 0.01%
73
AVGO icon
158
Broadcom
AVGO
$1.67T
$9.65K 0.01%
35
-118
ACP
159
abrdn Income Credit Strategies Fund
ACP
$696M
$9.17K ﹤0.01%
1,554
GRMN icon
160
Garmin
GRMN
$40.7B
$8.97K ﹤0.01%
43
ASML icon
161
ASML
ASML
$527B
$8.81K ﹤0.01%
11
PG icon
162
Procter & Gamble
PG
$338B
$8.76K ﹤0.01%
55
PDI icon
163
PIMCO Dynamic Income Fund
PDI
$7.57B
$8.54K ﹤0.01%
450
GEV icon
164
GE Vernova
GEV
$185B
$7.94K ﹤0.01%
15
EQT icon
165
EQT Corp
EQT
$31.5B
$7.93K ﹤0.01%
136
TYL icon
166
Tyler Technologies
TYL
$18.9B
$7.71K ﹤0.01%
13
ETG
167
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.75B
$7.66K ﹤0.01%
366
TTD icon
168
Trade Desk
TTD
$17.2B
$7.2K ﹤0.01%
100
CCEP icon
169
Coca-Cola Europacific Partners
CCEP
$40.1B
$6.95K ﹤0.01%
75
DON icon
170
WisdomTree US MidCap Dividend Fund
DON
$3.86B
$6.77K ﹤0.01%
135
VEEV icon
171
Veeva Systems
VEEV
$36.5B
$6.62K ﹤0.01%
23
MOAT icon
172
VanEck Morningstar Wide Moat ETF
MOAT
$13.3B
$6.38K ﹤0.01%
68
NVO icon
173
Novo Nordisk
NVO
$277B
$6.21K ﹤0.01%
90
RAAX icon
174
VanEck Inflation Allocation ETF
RAAX
$288M
$6.21K ﹤0.01%
200
MDT icon
175
Medtronic
MDT
$124B
$6.19K ﹤0.01%
71