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
$193M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$3.72M
3 +$2.07M
4
BILL icon
BILL Holdings
BILL
+$1.88M
5
FRSH icon
Freshworks
FRSH
+$1.77M

Sector Composition

1 Communication Services 10.39%
2 Technology 6.18%
3 Healthcare 2.89%
4 Financials 2.09%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HUBS icon
176
HubSpot
HUBS
$20.2B
$6.12K ﹤0.01%
11
EVV
177
Eaton Vance Limited Duration Income Fund
EVV
$1.17B
$5.98K ﹤0.01%
583
RMD icon
178
ResMed
RMD
$36.5B
$5.93K ﹤0.01%
23
GEHC icon
179
GE HealthCare
GEHC
$33.5B
$5.93K ﹤0.01%
80
CARR icon
180
Carrier Global
CARR
$48.3B
$5.93K ﹤0.01%
81
KD icon
181
Kyndryl
KD
$5.96B
$5.92K ﹤0.01%
141
CHWY icon
182
Chewy
CHWY
$14B
$5.88K ﹤0.01%
138
TTWO icon
183
Take-Two Interactive
TTWO
$43.2B
$5.83K ﹤0.01%
24
WGO icon
184
Winnebago Industries
WGO
$1,000M
$5.8K ﹤0.01%
200
PBI icon
185
Pitney Bowes
PBI
$1.49B
$5.46K ﹤0.01%
500
TYG
186
Tortoise Energy Infrastructure Corp
TYG
$748M
$5.4K ﹤0.01%
123
MELI icon
187
Mercado Libre
MELI
$106B
$5.23K ﹤0.01%
2
SYY icon
188
Sysco
SYY
$35.7B
$5.15K ﹤0.01%
+68
U icon
189
Unity
U
$18.5B
$5.13K ﹤0.01%
212
MASI icon
190
Masimo
MASI
$7.76B
$5.05K ﹤0.01%
30
FLGT icon
191
Fulgent Genetics
FLGT
$831M
$5.03K ﹤0.01%
253
-7,747
DES icon
192
WisdomTree US SmallCap Dividend Fund
DES
$1.84B
$4.76K ﹤0.01%
150
FPF
193
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.15B
$4.76K ﹤0.01%
253
PSTG icon
194
Pure Storage
PSTG
$30.4B
$4.72K ﹤0.01%
82
SWK icon
195
Stanley Black & Decker
SWK
$10.5B
$4.54K ﹤0.01%
67
USO icon
196
United States Oil Fund
USO
$891M
$4.53K ﹤0.01%
62
FEGE
197
First Eagle Global Equity ETF
FEGE
$559M
$4.32K ﹤0.01%
107
+32
ADBE icon
198
Adobe
ADBE
$138B
$4.26K ﹤0.01%
11
ABNB icon
199
Airbnb
ABNB
$72.9B
$3.97K ﹤0.01%
30
OTIS icon
200
Otis Worldwide
OTIS
$35.2B
$3.96K ﹤0.01%
40