IWM

Inlight Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
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 Buys

1
+$4.07M
2
+$1.19M
3
+$1.08M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$735K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K

Top Sells

1
+$6.46M
2
+$547K
3
+$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

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
151
$11.6K 0.01%
170
152
$11.4K 0.01%
103
+1
153
$10.6K 0.01%
43
154
$10.4K ﹤0.01%
167
155
$10.4K ﹤0.01%
73
156
$10.1K ﹤0.01%
400
157
$9.89K ﹤0.01%
33
158
$9.51K ﹤0.01%
95
159
$9.22K ﹤0.01%
15
160
$9.01K ﹤0.01%
1,554
161
$8.91K ﹤0.01%
450
162
$8.49K ﹤0.01%
212
163
$8.45K ﹤0.01%
55
164
$7.73K ﹤0.01%
366
165
$7.4K ﹤0.01%
136
166
$7.26K ﹤0.01%
22
-13
167
$7.06K ﹤0.01%
135
168
$6.89K ﹤0.01%
200
169
$6.87K ﹤0.01%
82
170
$6.85K ﹤0.01%
23
171
$6.8K ﹤0.01%
13
172
$6.78K ﹤0.01%
75
173
$6.78K ﹤0.01%
7
-4
174
$6.76K ﹤0.01%
71
175
$6.74K ﹤0.01%
68
5 6
7
8 9