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
$162M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.04M
3
+$855K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$733K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$699K

Top Sells

1
+$3.51M
2
+$1.55M
3
+$1.49M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.18M
5
BP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.56K ﹤0.01%
+13
177
$7.29K ﹤0.01%
+11
178
$7.27K ﹤0.01%
+136
179
$6.89K ﹤0.01%
+200
180
$6.68K ﹤0.01%
+135
181
$6.67K ﹤0.01%
+366
182
$6.55K ﹤0.01%
+33
183
$6.53K ﹤0.01%
+75
184
$6.51K ﹤0.01%
+71
185
$6.46K ﹤0.01%
+80
186
$6.38K ﹤0.01%
+71
187
$6.28K ﹤0.01%
+11
188
$6.25K ﹤0.01%
+90
189
$6.18K ﹤0.01%
+20
190
$6.08K ﹤0.01%
+200
191
$5.98K ﹤0.01%
+68
192
$5.82K ﹤0.01%
+583
193
$5.47K ﹤0.01%
+100
194
$5.33K ﹤0.01%
+23
195
$5.29K ﹤0.01%
+123
196
$5.15K ﹤0.01%
+67
197
$5.15K ﹤0.01%
+23
198
$5.13K ﹤0.01%
+81
199
$5.11K ﹤0.01%
+1,489
200
$5K ﹤0.01%
+30
6 7
8
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