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%)
Cap. Flow
+$2.04M
Cap. Flow % of AUM
1.26%
Top 10 Holdings %Top 10 Hldgs %
60.92%
Holding
292
New
241
Increased
9
Reduced
29
Closed
3
Top Buys
| 1 | $4.74M | |
| 2 | $3.04M | |
| 3 | $855K | |
| 4 | $733K | |
| 5 | $699K |
Top Sells
| 1 | $3.51M | |
| 2 | $1.71M | |
| 3 | $1.55M | |
| 4 | $1.49M | |
| 5 | $1.18M |
Sector Composition
| 1 | Communication Services | 12.29% |
| 2 | Financials | 4.5% |
| 3 | Technology | 4.29% |
| 4 | Energy | 3.92% |
| 5 | Healthcare | 3.82% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7.56K | ﹤0.01% | +13 | New | +$7.56K | |||
| $7.29K | ﹤0.01% | +11 | New | +$7.29K | |||
| $7.27K | ﹤0.01% | +136 | New | +$7.27K | |||
| $6.89K | ﹤0.01% | +200 | New | +$6.89K | |||
| $6.69K | ﹤0.01% | +135 | New | +$6.69K | |||
| $6.67K | ﹤0.01% | +366 | New | +$6.67K | |||
| $6.55K | ﹤0.01% | +33 | New | +$6.55K | |||
| $6.53K | ﹤0.01% | +75 | New | +$6.53K | |||
| $6.51K | ﹤0.01% | +71 | New | +$6.51K | |||
| $6.46K | ﹤0.01% | +80 | New | +$6.46K | |||
| $6.38K | ﹤0.01% | +71 | New | +$6.38K | |||
| $6.28K | ﹤0.01% | +11 | New | +$6.28K | |||
| $6.25K | ﹤0.01% | +90 | New | +$6.25K | |||
| $6.18K | ﹤0.01% | +20 | New | +$6.18K | |||
| $6.09K | ﹤0.01% | +200 | New | +$6.09K | |||
| $5.98K | ﹤0.01% | +68 | New | +$5.98K | |||
| $5.82K | ﹤0.01% | +583 | New | +$5.82K | |||
| $5.47K | ﹤0.01% | +100 | New | +$5.47K | |||
| $5.33K | ﹤0.01% | +23 | New | +$5.33K | |||
| $5.3K | ﹤0.01% | +123 | New | +$5.3K | |||
| $5.15K | ﹤0.01% | +67 | New | +$5.15K | |||
| $5.15K | ﹤0.01% | +23 | New | +$5.15K | |||
| $5.14K | ﹤0.01% | +81 | New | +$5.14K | |||
| $5.11K | ﹤0.01% | +1,489 | New | +$5.11K | |||
| $5K | ﹤0.01% | +30 | New | +$5K |
