IWM
Inlight Wealth Management Portfolio holdings
AUM $162M
AUM
$162M
AUM Growth
+$9.52M (+6%)
Cap. Flow
+$7.1M
Cap. Flow % of AUM
4.39%
Top 10 Holdings %Top 10 Hldgs %
60.92%
Holding
292
New
241
Increased
9
Reduced
29
Closed
3
Top Buys
| 1 | $4.74M | |
| 2 | $3.04M | |
| 3 | $855K | |
| 4 | $733K | |
| 5 | $699K |
Top Sells
| 1 | $1.71M | |
| 2 | $1.49M | |
| 3 | $1.18M | |
| 4 | $614K | |
| 5 | $581K |
Sector Composition
| 1 | Communication Services | 12.27% |
| 2 | Financials | 4.5% |
| 3 | Technology | 4.31% |
| 4 | Energy | 3.92% |
| 5 | Healthcare | 3.82% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.97K | 0% | 24 | New | +$4.97K | |||
| $4.79K | 0% | 150 | New | +$4.79K | |||
| $4.79K | 0% | 62 | New | +$4.79K | |||
| $4.65K | 0% | 253 | New | +$4.65K | |||
| $4.6K | 0% | 2,700 | New | +$4.6K | |||
| $4.58K | 0% | 15 | New | +$4.58K | |||
| $4.53K | 0% | 500 | New | +$4.53K | |||
| $4.49K | 0% | 138 | New | +$4.49K | |||
| $4.46K | 0% | 207 | New | +$4.46K | |||
| $4.43K | 0% | 141 | New | +$4.43K | |||
| $4.22K | 0% | 11 | New | +$4.22K | |||
| $4.18K | 0% | 50 | New | +$4.18K | |||
| $4.15K | 0% | 212 | New | +$4.15K | |||
| $4.13K | 0% | 40 | New | +$4.13K | |||
| $3.9K | 0% | 2 | New | +$3.9K | |||
| $3.73K | 0% | 60 | New | +$3.73K | |||
| $3.63K | 0% | 184 | New | +$3.63K | |||
| $3.63K | 0% | 82 | New | +$3.63K | |||
| $3.58K | 0% | 30 | New | +$3.58K | |||
| $3.49K | 0% | 13 | New | +$3.49K | |||
| $3.49K | 0% | 671 | New | +$3.49K | |||
| $3.48K | 0% | 32 | New | +$3.48K | |||
| $3.44K | 0% | 38 | New | +$3.44K | |||
| $3.44K | 0% | 84 | New | +$3.44K | |||
| $3.39K | 0% | 46 | New | +$3.39K |
