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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
+3.77%
1 Year Est. Return
+26.98%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$273M
AUM Growth
+$60.1M
Cap. Flow
+$51.9M
Cap. Flow %
18.99%
Top 10 Hldgs %
63.67%
Holding
258
New
12
Increased
34
Reduced
33
Closed
24

Top Buys

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$9.06M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.33M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$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

Rank Stock Value
1
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$671K
2
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$466K
3
CVS icon
CVS Health
CVS
+$206K
4
PFE icon
Pfizer
PFE
+$150K
5
VOD icon
Vodafone
VOD
+$131K

Sector Composition

Rank Sector Weight
1 Communication Services 7.9%
2 Technology 2.76%
3 Healthcare 2.11%
4 Energy 1.63%
5 Financials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRMN
151
Garmin
GRMN
$48.9B
$8.72K ﹤0.01%
43
– –
ETG
152
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.75B
$8.46K ﹤0.01%
366
– –
ACP
153
abrdn Income Credit Strategies Fund
ACP
$631M
$8.41K ﹤0.01%
1,554
– –
WGO icon
154
Winnebago Industries
WGO
$908M
$8.1K ﹤0.01%
200
– –
PDI icon
155
PIMCO Dynamic Income Fund
PDI
$7.42B
$7.97K ﹤0.01%
450
– –
PG icon
156
Procter & Gamble
PG
$347B
$7.88K ﹤0.01%
55
– –
DGRO icon
157
iShares Core Dividend Growth ETF
DGRO
$43.3B
$7.84K ﹤0.01%
+113
New +$7.77K
ASML icon
158
ASML
ASML
$608B
$7.49K ﹤0.01%
7
– –
ZS icon
159
Zscaler
ZS
$24.5B
$7.42K ﹤0.01%
33
– –
EQT icon
160
EQT Corp
EQT
$32.3B
$7.29K ﹤0.01%
136
– –
MOAT icon
161
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$7.04K ﹤0.01%
68
– –
RAAX icon
162
VanEck Inflation Allocation ETF
RAAX
$1.11B
$6.99K ﹤0.01%
200
– –
DON icon
163
WisdomTree US MidCap Dividend Fund
DON
$4.08B
$6.97K ﹤0.01%
135
– –
AVGO icon
164
Broadcom
AVGO
$1.81T
$6.92K ﹤0.01%
20
-2
-9% -$715
MDT icon
165
Medtronic
MDT
$111B
$6.82K ﹤0.01%
71
– –
HOOD icon
166
Robinhood
HOOD
$83.3B
$6.79K ﹤0.01%
60
-320
-84% -$41.6K
GEHC icon
167
GE HealthCare
GEHC
$29.2B
$6.57K ﹤0.01%
80
– –
AMD icon
168
Advanced Micro Devices
AMD
$741B
$6.42K ﹤0.01%
30
-100
-77% -$22.5K
FLGT icon
169
Fulgent Genetics
FLGT
$558M
$6.28K ﹤0.01%
239
-14
-6% -$363
TYL icon
170
Tyler Technologies
TYL
$13.7B
$5.9K ﹤0.01%
13
– –
EVV
171
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
$5.78K ﹤0.01%
583
– –
BLOK icon
172
Amplify Blockchain Technology ETF
BLOK
$1.08B
$5.69K ﹤0.01%
100
– –
RMD icon
173
ResMed
RMD
$30.3B
$5.54K ﹤0.01%
23
– –
P
174
Everpure Inc
P
$24.3B
$5.5K ﹤0.01%
82
– –
TOST icon
175
Toast
TOST
$18.8B
$5.4K ﹤0.01%
+152
New +$5.48K
5 6
7
8 9

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WIC
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Inlight Wealth Management held 258 positions worth $273M, up 28% from $213M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Inlight Wealth Management deployed $51.9M of net new capital in Q4 2025, opening 12 new positions and adding to 34 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 3,024 shares worth $304K.

By sector, the portfolio is most concentrated in Communication Services at 7.9% of assets, down from 9.8% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was WisdomTree Emerging Markets SmallCap Dividend Fund, an estimated $671K trimmed.

  • Inlight Wealth Management's largest Q4 2025 buy was iShares 0-3 Month Treasury Bond ETF: 3,024 shares worth $304K.
  • Inlight Wealth Management added most to iShares 1-3 Year International Treasury Bond ETF in Q4 2025, an estimated $9.06M increase.
  • Inlight Wealth Management's biggest Q4 2025 reduction was WisdomTree Emerging Markets SmallCap Dividend Fund, cutting an estimated $671K.
  • Inlight Wealth Management fully exited Applovin in Q4 2025, selling an estimated $84.8K.
  • Inlight Wealth Management's ten largest holdings make up 64% of its $273M portfolio in Q4 2025.
  • Inlight Wealth Management opened 12 new positions and closed 24 in Q4 2025.
  • Inlight Wealth Management's portfolio value rose 28% quarter-over-quarter to $273M.

Based on Inlight Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.