IWM

Inlight Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$1.19M
3
+$1.08M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$735K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K

Top Sells

1
+$6.46M
2
+$547K
3
+$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

Sector Composition

1 Communication Services 9.81%
2 Healthcare 2.79%
3 Technology 2.62%
4 Energy 2.22%
5 Financials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.7K ﹤0.01%
+100
177
$6.69K ﹤0.01%
200
178
$6.3K ﹤0.01%
23
179
$6.2K ﹤0.01%
24
180
$6.01K ﹤0.01%
80
181
$5.92K ﹤0.01%
583
182
$5.72K ﹤0.01%
253
183
$5.71K ﹤0.01%
500
184
$5.6K ﹤0.01%
68
185
$5.58K ﹤0.01%
138
186
$5.3K ﹤0.01%
123
187
$5.15K ﹤0.01%
11
188
$5.09K ﹤0.01%
25
-39
189
$5.05K ﹤0.01%
150
190
$4.99K ﹤0.01%
90
191
$4.98K ﹤0.01%
67
192
$4.9K ﹤0.01%
100
193
$4.88K ﹤0.01%
84
194
$4.84K ﹤0.01%
253
195
$4.84K ﹤0.01%
81
196
$4.82K ﹤0.01%
109
+2
197
$4.67K ﹤0.01%
2
198
$4.57K ﹤0.01%
62
199
$4.43K ﹤0.01%
30
200
$4.23K ﹤0.01%
141
6 7
8
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