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
$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
PII icon
176
Polaris
PII
$3.18B
$5.31K ﹤0.01%
84
PBI icon
177
Pitney Bowes
PBI
$1.62B
$5.29K ﹤0.01%
500
VEEV icon
178
Veeva Systems
VEEV
$31B
$5.13K ﹤0.01%
23
TYG
179
Tortoise Energy Infrastructure Corp
TYG
$1.05B
$5.03K ﹤0.01%
123
DES icon
180
WisdomTree US SmallCap Dividend Fund
DES
$2.02B
$5.02K ﹤0.01%
150
FEGE
181
First Eagle Global Equity ETF
FEGE
$1.45B
$5.02K ﹤0.01%
109
SYY icon
182
Sysco
SYY
$42B
$5.01K ﹤0.01%
68
SWK icon
183
Stanley Black & Decker
SWK
$12.4B
$4.98K ﹤0.01%
67
FPF
184
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.14B
$4.72K ﹤0.01%
253
NVO icon
185
Novo Nordisk
NVO
$171B
$4.58K ﹤0.01%
90
CHWY icon
186
Chewy
CHWY
$10.6B
$4.56K ﹤0.01%
138
CARR icon
187
Carrier Global
CARR
$51.1B
$4.28K ﹤0.01%
81
TSM icon
188
TSMC
TSM
$1.85T
$4.25K ﹤0.01%
14
-122
ABNB icon
189
Airbnb
ABNB
$81.3B
$4.07K ﹤0.01%
30
ZM icon
190
Zoom
ZM
$23.1B
$3.97K ﹤0.01%
46
MASI icon
191
Masimo
MASI
$9.16B
$3.9K ﹤0.01%
30
TEM
192
Tempus AI
TEM
$9.17B
$3.9K ﹤0.01%
66
-194
LUMN icon
193
Lumen
LUMN
$7.13B
$3.88K ﹤0.01%
500
ADBE icon
194
Adobe
ADBE
$112B
$3.85K ﹤0.01%
11
TTD icon
195
Trade Desk
TTD
$12.2B
$3.8K ﹤0.01%
100
KD icon
196
Kyndryl
KD
$2.96B
$3.75K ﹤0.01%
141
VIPS icon
197
Vipshop
VIPS
$7.79B
$3.54K ﹤0.01%
200
DUK icon
198
Duke Energy
DUK
$103B
$3.52K ﹤0.01%
30
KLAR
199
Klarna Group
KLAR
$5.12B
$3.5K ﹤0.01%
+121
OTIS icon
200
Otis Worldwide
OTIS
$35.4B
$3.49K ﹤0.01%
40