IWM
Inlight Wealth Management Portfolio holdings
AUM
$193M
This Quarter Return
+6.03%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$9.52M
(+6.3%)
Cap. Flow
+$3.75M
Cap. Flow
% of AUM
2.32%
Top 10 Holdings %
Top 10 Hldgs %
60.92%
Holding
292
New
241
Increased
9
Reduced
29
Closed
3
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.74M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
+$3.04M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
+$855K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$733K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$699K |
Top Sells
| 1 |
Cameco
CCJ
|
+$3.51M |
| 2 |
Granite Ridge Resources
GRNT
|
+$1.55M |
| 3 |
Warner Bros
WBD
|
+$1.49M |
| 4 |
Sprott Physical Gold and Silver Trust
CEF
|
+$1.18M |
| 5 |
BP
BP
|
+$614K |
Sector Composition
| 1 | Communication Services | 12.29% |
| 2 | Financials | 4.5% |
| 3 | Technology | 4.29% |
| 4 | Energy | 3.92% |
| 5 | Healthcare | 3.82% |
