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

Top Buys

1
+$10.5M
2
+$3.63M
3
+$1.95M
4
BILL icon
BILL Holdings
BILL
+$1.79M
5
FRSH icon
Freshworks
FRSH
+$1.71M

Top Sells

1
+$2.77M
2
+$1.66M
3
+$314K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$241K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$238K

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
176
$6.12K ﹤0.01%
11
177
$5.98K ﹤0.01%
583
178
$5.93K ﹤0.01%
23
179
$5.93K ﹤0.01%
80
180
$5.93K ﹤0.01%
81
181
$5.92K ﹤0.01%
141
182
$5.88K ﹤0.01%
138
183
$5.83K ﹤0.01%
24
184
$5.8K ﹤0.01%
200
185
$5.46K ﹤0.01%
500
186
$5.4K ﹤0.01%
123
187
$5.23K ﹤0.01%
2
188
$5.15K ﹤0.01%
+68
189
$5.13K ﹤0.01%
212
190
$5.05K ﹤0.01%
30
191
$5.03K ﹤0.01%
253
-7,747
192
$4.76K ﹤0.01%
150
193
$4.76K ﹤0.01%
253
194
$4.72K ﹤0.01%
82
195
$4.54K ﹤0.01%
67
196
$4.53K ﹤0.01%
62
197
$4.32K ﹤0.01%
107
+32
198
$4.26K ﹤0.01%
11
199
$3.97K ﹤0.01%
30
200
$3.96K ﹤0.01%
40
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