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
$213M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

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
CSCO icon
151
Cisco
CSCO
$308B
$11.6K 0.01%
170
GILD icon
152
Gilead Sciences
GILD
$174B
$11.4K 0.01%
103
+1
GRMN icon
153
Garmin
GRMN
$45.7B
$10.6K 0.01%
43
MDLZ icon
154
Mondelez International
MDLZ
$73.2B
$10.4K ﹤0.01%
167
DVY icon
155
iShares Select Dividend ETF
DVY
$22.2B
$10.4K ﹤0.01%
73
ARLP icon
156
Alliance Resource Partners
ARLP
$3.55B
$10.1K ﹤0.01%
400
ZS icon
157
Zscaler
ZS
$22B
$9.89K ﹤0.01%
33
TWLO icon
158
Twilio
TWLO
$19.8B
$9.51K ﹤0.01%
95
GEV icon
159
GE Vernova
GEV
$241B
$9.22K ﹤0.01%
15
ACP
160
abrdn Income Credit Strategies Fund
ACP
$641M
$9.01K ﹤0.01%
1,554
PDI icon
161
PIMCO Dynamic Income Fund
PDI
$7.61B
$8.91K ﹤0.01%
450
U icon
162
Unity
U
$9.58B
$8.49K ﹤0.01%
212
PG icon
163
Procter & Gamble
PG
$335B
$8.45K ﹤0.01%
55
ETG
164
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.58B
$7.73K ﹤0.01%
366
EQT icon
165
EQT Corp
EQT
$38.1B
$7.4K ﹤0.01%
136
AVGO icon
166
Broadcom
AVGO
$1.48T
$7.26K ﹤0.01%
22
-13
DON icon
167
WisdomTree US MidCap Dividend Fund
DON
$3.73B
$7.06K ﹤0.01%
135
RAAX icon
168
VanEck Inflation Allocation ETF
RAAX
$719M
$6.89K ﹤0.01%
200
PSTG icon
169
Everpure, Inc.
PSTG
$20.2B
$6.87K ﹤0.01%
82
VEEV icon
170
Veeva Systems
VEEV
$28.2B
$6.85K ﹤0.01%
23
TYL icon
171
Tyler Technologies
TYL
$14.2B
$6.8K ﹤0.01%
13
CCEP icon
172
Coca-Cola Europacific Partners
CCEP
$41.2B
$6.78K ﹤0.01%
75
ASML icon
173
ASML
ASML
$524B
$6.78K ﹤0.01%
7
-4
MDT icon
174
Medtronic
MDT
$110B
$6.76K ﹤0.01%
71
MOAT icon
175
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
$6.74K ﹤0.01%
68