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
$273M
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$9.06M
2 +$7.33M
3 +$4.99M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.1M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.91M

Top Sells

1 +$671K
2 +$466K
3 +$206K
4
PFE icon
Pfizer
PFE
+$150K
5
VOD icon
Vodafone
VOD
+$131K

Sector Composition

1 Communication Services 7.9%
2 Technology 2.76%
3 Healthcare 2.11%
4 Energy 1.63%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EMC icon
201
Global X Emerging Markets Great Consumer ETF
EMC
$59.4M
$3.29K ﹤0.01%
107
CCL icon
202
Carnival Corp
CCL
$38.7B
$3.05K ﹤0.01%
100
AIG icon
203
American International
AIG
$42B
$2.99K ﹤0.01%
35
CMCSA icon
204
Comcast
CMCSA
$115B
$2.81K ﹤0.01%
94
IOO icon
205
iShares Global 100 ETF
IOO
$7.95B
$2.79K ﹤0.01%
22
TEAM icon
206
Atlassian
TEAM
$20.3B
$2.76K ﹤0.01%
17
UPST icon
207
Upstart Holdings
UPST
$2.69B
$2.27K ﹤0.01%
52
NCLH icon
208
Norwegian Cruise Line
NCLH
$9.61B
$2.23K ﹤0.01%
100
MIND icon
209
MIND Technology
MIND
$72.8M
$2.2K ﹤0.01%
250
SOLV icon
210
Solventum
SOLV
$12.2B
$2.14K ﹤0.01%
27
SOUN icon
211
SoundHound AI
SOUN
$3.43B
$1.99K ﹤0.01%
200
CMBT
212
CMB.TECH NV
CMBT
$4.1B
$1.83K ﹤0.01%
190
XLE icon
213
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$1.79K ﹤0.01%
+40
LQD icon
214
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.1B
$1.54K ﹤0.01%
14
VXUS icon
215
Vanguard Total International Stock ETF
VXUS
$134B
$1.43K ﹤0.01%
+19
RIOT icon
216
Riot Platforms
RIOT
$6.15B
$1.27K ﹤0.01%
100
+50
SCHD icon
217
Schwab US Dividend Equity ETF
SCHD
$85.1B
$1.21K ﹤0.01%
44
+39
OXY.WS icon
218
Occidental Petroleum Corp Warrants
OXY.WS
$29.8B
$1.2K ﹤0.01%
62
HFRO
219
Highland Opportunities and Income Fund
HFRO
$340M
$951 ﹤0.01%
159
-1
LVO icon
220
LiveOne
LVO
$61.4M
$944 ﹤0.01%
200
MARA icon
221
Marathon Digital Holdings
MARA
$3.51B
$898 ﹤0.01%
100
+50
ADT icon
222
ADT
ADT
$5.61B
$734 ﹤0.01%
91
CPRI icon
223
Capri Holdings
CPRI
$2.26B
$659 ﹤0.01%
27
MVO
224
MV Oil Trust
MVO
$24M
$610 ﹤0.01%
500
ANET icon
225
Arista Networks
ANET
$169B
$524 ﹤0.01%
4