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IWM

Inlight Wealth Management Portfolio holdings

AUM $315M
1-Year Est. Return 26.98%
This Fund
S&P 500
This Quarter Est. Return
+9.21%
1 Year Est. Return
+26.98%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$213M
AUM Growth
+$19.8M
Cap. Flow
+$4.13M
Cap. Flow %
1.94%
Top 10 Hldgs %
61.71%
Holding
257
New
8
Increased
28
Reduced
35
Closed
12

Top Buys

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$4.07M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.19M
3
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$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

Rank Stock Value
1
UBER icon
Uber
UBER
+$6.46M
2
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$547K
3
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

Sector Composition

Rank Sector Weight
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
BLOK icon
176
Amplify Blockchain Technology ETF
BLOK
$1.08B
$6.7K ﹤0.01%
+100
New +$6.06K
WGO icon
177
Winnebago Industries
WGO
$908M
$6.69K ﹤0.01%
200
– –
RMD icon
178
ResMed
RMD
$30.3B
$6.3K ﹤0.01%
23
– –
TTWO icon
179
Take-Two Interactive
TTWO
$46B
$6.2K ﹤0.01%
24
– –
GEHC icon
180
GE HealthCare
GEHC
$29.2B
$6.01K ﹤0.01%
80
– –
EVV
181
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
$5.92K ﹤0.01%
583
– –
FLGT icon
182
Fulgent Genetics
FLGT
$558M
$5.72K ﹤0.01%
253
– –
PBI icon
183
Pitney Bowes
PBI
$2.41B
$5.71K ﹤0.01%
500
– –
SYY icon
184
Sysco
SYY
$40.7B
$5.6K ﹤0.01%
68
– –
CHWY icon
185
Chewy
CHWY
$9.38B
$5.58K ﹤0.01%
138
– –
TYG
186
Tortoise Energy Infrastructure Corp
TYG
$1.1B
$5.3K ﹤0.01%
123
– –
HUBS icon
187
HubSpot
HUBS
$12.2B
$5.15K ﹤0.01%
11
– –
PANW icon
188
Palo Alto Networks
PANW
$260B
$5.09K ﹤0.01%
25
-39
-61% -$7.47K
DES icon
189
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
$5.05K ﹤0.01%
150
– –
NVO
190
Novo Nordisk
NVO
$225B
$4.99K ﹤0.01%
90
– –
SWK icon
191
Stanley Black & Decker
SWK
$14.6B
$4.98K ﹤0.01%
67
– –
TTD icon
192
Trade Desk
TTD
$8.89B
$4.9K ﹤0.01%
100
– –
PII icon
193
Polaris
PII
$4.07B
$4.88K ﹤0.01%
84
– –
FPF
194
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.08B
$4.84K ﹤0.01%
253
– –
CARR icon
195
Carrier Global
CARR
$52.5B
$4.84K ﹤0.01%
81
– –
FEGE
196
First Eagle Global Equity ETF
FEGE
$2.2B
$4.82K ﹤0.01%
109
+2
+2% +$84
MELI icon
197
Mercado Libre
MELI
$94.4B
$4.67K ﹤0.01%
2
– –
USO icon
198
United States Oil Fund
USO
$2B
$4.57K ﹤0.01%
62
– –
MASI
199
DELISTED
Masimo
MASI
$4.43K ﹤0.01%
30
– –
KD icon
200
Kyndryl
KD
$2.94B
$4.23K ﹤0.01%
141
– –
6 7
8
9 10

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Inlight Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Inlight Wealth Management held 257 positions worth $213M, up 10% from $193M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Inlight Wealth Management's Q3 2025 filing shows 8 new, 28 increased, 35 reduced and 12 closed positions. Its largest new stake was Invesco CurrencyShares Euro Currency Trust: 3,002 shares worth $325K. The largest sale was Uber, an estimated $6.46M.

By sector, the portfolio is most concentrated in Communication Services at 9.8% of assets, down from 10% a quarter earlier, followed by Healthcare and Technology.

  • Inlight Wealth Management's largest Q3 2025 buy was Invesco CurrencyShares Euro Currency Trust: 3,002 shares worth $325K.
  • Inlight Wealth Management added most to iShares 1-3 Year International Treasury Bond ETF in Q3 2025, an estimated $4.07M increase.
  • Inlight Wealth Management's biggest Q3 2025 reduction was Uber, cutting an estimated $6.46M.
  • Inlight Wealth Management fully exited Juniper Networks in Q3 2025, selling an estimated $79.9K.
  • Inlight Wealth Management's ten largest holdings make up 62% of its $213M portfolio in Q3 2025.
  • Inlight Wealth Management opened 8 new positions and closed 12 in Q3 2025.
  • Inlight Wealth Management's portfolio value rose 10% quarter-over-quarter to $213M.

Based on Inlight Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.