IWM

Inlight Wealth Management Portfolio holdings

AUM $213M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
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 +$6.77M
2 +$551K
3 +$421K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
HOOD icon
Robinhood
HOOD
+$58K

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
BLOK icon
176
Amplify Blockchain Technology ETF
BLOK
$1.2B
$6.7K ﹤0.01%
+100
WGO icon
177
Winnebago Industries
WGO
$1.06B
$6.69K ﹤0.01%
200
RMD icon
178
ResMed
RMD
$36.7B
$6.3K ﹤0.01%
23
TTWO icon
179
Take-Two Interactive
TTWO
$45.3B
$6.2K ﹤0.01%
24
GEHC icon
180
GE HealthCare
GEHC
$38.1B
$6.01K ﹤0.01%
80
EVV
181
Eaton Vance Limited Duration Income Fund
EVV
$1.18B
$5.92K ﹤0.01%
583
FLGT icon
182
Fulgent Genetics
FLGT
$880M
$5.72K ﹤0.01%
253
PBI icon
183
Pitney Bowes
PBI
$1.59B
$5.71K ﹤0.01%
500
SYY icon
184
Sysco
SYY
$35.1B
$5.6K ﹤0.01%
68
CHWY icon
185
Chewy
CHWY
$14.1B
$5.58K ﹤0.01%
138
TYG
186
Tortoise Energy Infrastructure Corp
TYG
$914M
$5.3K ﹤0.01%
123
HUBS icon
187
HubSpot
HUBS
$19.6B
$5.15K ﹤0.01%
11
PANW icon
188
Palo Alto Networks
PANW
$135B
$5.09K ﹤0.01%
25
-39
DES icon
189
WisdomTree US SmallCap Dividend Fund
DES
$1.87B
$5.05K ﹤0.01%
150
NVO icon
190
Novo Nordisk
NVO
$211B
$4.99K ﹤0.01%
90
SWK icon
191
Stanley Black & Decker
SWK
$11.2B
$4.98K ﹤0.01%
67
TTD icon
192
Trade Desk
TTD
$18.7B
$4.9K ﹤0.01%
100
PII icon
193
Polaris
PII
$3.75B
$4.88K ﹤0.01%
84
FPF
194
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.13B
$4.84K ﹤0.01%
253
CARR icon
195
Carrier Global
CARR
$46B
$4.84K ﹤0.01%
81
FEGE
196
First Eagle Global Equity ETF
FEGE
$762M
$4.82K ﹤0.01%
109
+2
MELI icon
197
Mercado Libre
MELI
$107B
$4.67K ﹤0.01%
2
USO icon
198
United States Oil Fund
USO
$934M
$4.57K ﹤0.01%
62
MASI icon
199
Masimo
MASI
$7.42B
$4.43K ﹤0.01%
30
KD icon
200
Kyndryl
KD
$6.01B
$4.23K ﹤0.01%
141