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IWM

Inlight Wealth Management Portfolio holdings

AUM $315M
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
+9.21%
1 Year Est. Return
+26.98%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$213M
AUM Growth
+$19.8M
Cap. Flow
+$4.13M
Cap. Flow %
1.94%
Top 10 Hldgs %
61.71%
Holding
257
New
8
Increased
28
Reduced
35
Closed
12

Top Buys

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$4.07M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.19M
3
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$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

Rank Stock Value
1
UBER icon
Uber
UBER
+$6.46M
2
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$547K
3
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

Sector Composition

Rank Sector Weight
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
CSCO icon
151
Cisco
CSCO
$456B
$11.6K 0.01%
170
– –
GILD icon
152
Gilead Sciences
GILD
$167B
$11.4K 0.01%
103
+1
+1% +$114
GRMN
153
Garmin
GRMN
$48.9B
$10.6K 0.01%
43
– –
MDLZ icon
154
Mondelez International
MDLZ
$80.2B
$10.4K ﹤0.01%
167
– –
DVY icon
155
iShares Select Dividend ETF
DVY
$24.1B
$10.4K ﹤0.01%
73
– –
ARLP icon
156
Alliance Resource Partners
ARLP
$3.33B
$10.1K ﹤0.01%
400
– –
ZS icon
157
Zscaler
ZS
$24.5B
$9.89K ﹤0.01%
33
– –
TWLO icon
158
Twilio
TWLO
$29.5B
$9.51K ﹤0.01%
95
– –
GEV icon
159
GE Vernova
GEV
$251B
$9.22K ﹤0.01%
15
– –
ACP
160
abrdn Income Credit Strategies Fund
ACP
$631M
$9.01K ﹤0.01%
1,554
– –
PDI icon
161
PIMCO Dynamic Income Fund
PDI
$7.42B
$8.91K ﹤0.01%
450
– –
U icon
162
Unity
U
$13.9B
$8.49K ﹤0.01%
212
– –
PG icon
163
Procter & Gamble
PG
$347B
$8.45K ﹤0.01%
55
– –
ETG
164
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.75B
$7.73K ﹤0.01%
366
– –
EQT icon
165
EQT Corp
EQT
$32.3B
$7.4K ﹤0.01%
136
– –
AVGO icon
166
Broadcom
AVGO
$1.81T
$7.26K ﹤0.01%
22
-13
-37% -$3.99K
DON icon
167
WisdomTree US MidCap Dividend Fund
DON
$4.08B
$7.06K ﹤0.01%
135
– –
RAAX icon
168
VanEck Inflation Allocation ETF
RAAX
$1.11B
$6.89K ﹤0.01%
200
– –
P
169
Everpure Inc
P
$24.3B
$6.87K ﹤0.01%
82
– –
VEEV icon
170
Veeva Systems
VEEV
$32.7B
$6.85K ﹤0.01%
23
– –
TYL icon
171
Tyler Technologies
TYL
$13.7B
$6.8K ﹤0.01%
13
– –
CCEP icon
172
Coca-Cola Europacific Partners
CCEP
$49.3B
$6.78K ﹤0.01%
75
– –
ASML icon
173
ASML
ASML
$608B
$6.78K ﹤0.01%
7
-4
-36% -$3.14K
MDT icon
174
Medtronic
MDT
$111B
$6.76K ﹤0.01%
71
– –
MOAT icon
175
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$6.74K ﹤0.01%
68
– –
5 6
7
8 9

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EWA
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SAMC
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NTCM
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TF
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SL
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KHCM
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Inlight Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Inlight Wealth Management held 257 positions worth $213M, up 10% from $193M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Inlight Wealth Management's Q3 2025 filing shows 8 new, 28 increased, 35 reduced and 12 closed positions. Its largest new stake was Invesco CurrencyShares Euro Currency Trust: 3,002 shares worth $325K. The largest sale was Uber, an estimated $6.46M.

By sector, the portfolio is most concentrated in Communication Services at 9.8% of assets, down from 10% a quarter earlier, followed by Healthcare and Technology.

  • Inlight Wealth Management's largest Q3 2025 buy was Invesco CurrencyShares Euro Currency Trust: 3,002 shares worth $325K.
  • Inlight Wealth Management added most to iShares 1-3 Year International Treasury Bond ETF in Q3 2025, an estimated $4.07M increase.
  • Inlight Wealth Management's biggest Q3 2025 reduction was Uber, cutting an estimated $6.46M.
  • Inlight Wealth Management fully exited Juniper Networks in Q3 2025, selling an estimated $79.9K.
  • Inlight Wealth Management's ten largest holdings make up 62% of its $213M portfolio in Q3 2025.
  • Inlight Wealth Management opened 8 new positions and closed 12 in Q3 2025.
  • Inlight Wealth Management's portfolio value rose 10% quarter-over-quarter to $213M.

Based on Inlight Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.