IWM

Inlight Wealth Management Portfolio holdings

AUM $213M
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
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 Sells

1 +$6.77M
2 +$551K
3 +$421K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
HOOD icon
Robinhood
HOOD
+$58K

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
VIPS icon
201
Vipshop
VIPS
$9.73B
$3.93K ﹤0.01%
200
ADBE icon
202
Adobe
ADBE
$137B
$3.88K ﹤0.01%
11
ZM icon
203
Zoom
ZM
$25.4B
$3.79K ﹤0.01%
46
DUK icon
204
Duke Energy
DUK
$92.2B
$3.71K ﹤0.01%
+30
OTIS icon
205
Otis Worldwide
OTIS
$33.9B
$3.66K ﹤0.01%
40
ABNB icon
206
Airbnb
ABNB
$72.8B
$3.64K ﹤0.01%
30
EMC icon
207
Global X Emerging Markets Great Consumer ETF
EMC
$76.8M
$3.33K ﹤0.01%
107
+8
SOUN icon
208
SoundHound AI
SOUN
$4.95B
$3.22K ﹤0.01%
200
LUMN icon
209
Lumen
LUMN
$9.82B
$3.06K ﹤0.01%
500
CMCSA icon
210
Comcast
CMCSA
$100B
$2.95K ﹤0.01%
94
CCL icon
211
Carnival Corp
CCL
$34.2B
$2.89K ﹤0.01%
100
NU icon
212
Nu Holdings
NU
$84.5B
$2.85K ﹤0.01%
178
MVO
213
MV Oil Trust
MVO
$13.2M
$2.8K ﹤0.01%
500
AIG icon
214
American International
AIG
$41.6B
$2.75K ﹤0.01%
35
TEAM icon
215
Atlassian
TEAM
$41.2B
$2.71K ﹤0.01%
17
UPST icon
216
Upstart Holdings
UPST
$4.41B
$2.64K ﹤0.01%
52
IOO icon
217
iShares Global 100 ETF
IOO
$7.99B
$2.64K ﹤0.01%
22
NCLH icon
218
Norwegian Cruise Line
NCLH
$8.57B
$2.46K ﹤0.01%
100
DAL icon
219
Delta Air Lines
DAL
$44.1B
$2.33K ﹤0.01%
41
SNAP icon
220
Snap
SNAP
$13.2B
$2.08K ﹤0.01%
270
MIND icon
221
MIND Technology
MIND
$78.3M
$2.02K ﹤0.01%
250
SOLV icon
222
Solventum
SOLV
$14.8B
$1.97K ﹤0.01%
27
CMBT
223
CMB.TECH NV
CMBT
$3.21B
$1.78K ﹤0.01%
+190
OXY.WS icon
224
Occidental Petroleum Corp Warrants
OXY.WS
$19.3B
$1.58K ﹤0.01%
62
LQD icon
225
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$1.56K ﹤0.01%
14