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
$273M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$7.33M
3
+$4.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.1M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.91M

Top Sells

1
+$671K
2
+$466K
3
+$206K
4
PFE icon
Pfizer
PFE
+$150K
5
VOD icon
Vodafone
VOD
+$131K

Sector Composition

1 Communication Services 7.9%
2 Technology 2.76%
3 Healthcare 2.11%
4 Energy 1.63%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRMN icon
151
Garmin
GRMN
$45.1B
$8.72K ﹤0.01%
43
ETG
152
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.76B
$8.46K ﹤0.01%
366
ACP
153
abrdn Income Credit Strategies Fund
ACP
$674M
$8.41K ﹤0.01%
1,554
WGO icon
154
Winnebago Industries
WGO
$842M
$8.1K ﹤0.01%
200
PDI icon
155
PIMCO Dynamic Income Fund
PDI
$7.44B
$7.97K ﹤0.01%
450
PG icon
156
Procter & Gamble
PG
$335B
$7.88K ﹤0.01%
55
DGRO icon
157
iShares Core Dividend Growth ETF
DGRO
$39.7B
$7.84K ﹤0.01%
+113
ASML icon
158
ASML
ASML
$611B
$7.49K ﹤0.01%
7
ZS icon
159
Zscaler
ZS
$24.8B
$7.42K ﹤0.01%
33
EQT icon
160
EQT Corp
EQT
$35.6B
$7.29K ﹤0.01%
136
MOAT icon
161
VanEck Morningstar Wide Moat ETF
MOAT
$11.7B
$7.04K ﹤0.01%
68
RAAX icon
162
VanEck Inflation Allocation ETF
RAAX
$915M
$6.99K ﹤0.01%
200
DON icon
163
WisdomTree US MidCap Dividend Fund
DON
$3.85B
$6.97K ﹤0.01%
135
AVGO icon
164
Broadcom
AVGO
$2.05T
$6.92K ﹤0.01%
20
-2
MDT icon
165
Medtronic
MDT
$98.6B
$6.82K ﹤0.01%
71
HOOD icon
166
Robinhood
HOOD
$72.6B
$6.79K ﹤0.01%
60
-320
GEHC icon
167
GE HealthCare
GEHC
$28.5B
$6.57K ﹤0.01%
80
AMD icon
168
Advanced Micro Devices
AMD
$725B
$6.42K ﹤0.01%
30
-100
FLGT icon
169
Fulgent Genetics
FLGT
$457M
$6.28K ﹤0.01%
239
-14
TYL icon
170
Tyler Technologies
TYL
$12.6B
$5.9K ﹤0.01%
13
EVV
171
Eaton Vance Limited Duration Income Fund
EVV
$1.08B
$5.78K ﹤0.01%
583
BLOK icon
172
Amplify Blockchain Technology ETF
BLOK
$1.31B
$5.69K ﹤0.01%
100
RMD icon
173
ResMed
RMD
$29.4B
$5.54K ﹤0.01%
23
P
174
Everpure Inc
P
$27.3B
$5.5K ﹤0.01%
82
TOST icon
175
Toast
TOST
$13.5B
$5.4K ﹤0.01%
+152
5 6
7
8 9