IWM
Inlight Wealth Management Portfolio holdings
AUM $193M
This Quarter Return
+6.03%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$9.52M (+6%)
Cap. Flow
+$2.04M
Cap. Flow % of AUM
1.26%
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 | $3.51M | |
| 2 | $1.71M | |
| 3 | $1.55M | |
| 4 | $1.49M | |
| 5 | $1.18M |
Sector Composition
| 1 | Communication Services | 12.29% |
| 2 | Financials | 4.5% |
| 3 | Technology | 4.29% |
| 4 | Energy | 3.92% |
| 5 | Healthcare | 3.82% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.97K | ﹤0.01% | +24 | New | +$4.97K | |||
| $4.79K | ﹤0.01% | +150 | New | +$4.79K | |||
| $4.79K | ﹤0.01% | +62 | New | +$4.79K | |||
| $4.65K | ﹤0.01% | +253 | New | +$4.65K | |||
| $4.6K | ﹤0.01% | +2,700 | New | +$4.6K | |||
| $4.58K | ﹤0.01% | +15 | New | +$4.58K | |||
| $4.53K | ﹤0.01% | +500 | New | +$4.53K | |||
| $4.49K | ﹤0.01% | +138 | New | +$4.49K | |||
| $4.46K | ﹤0.01% | +207 | New | +$4.46K | |||
| $4.43K | ﹤0.01% | +141 | New | +$4.43K | |||
| $4.22K | ﹤0.01% | +11 | New | +$4.22K | |||
| $4.18K | ﹤0.01% | +50 | New | +$4.18K | |||
| $4.15K | ﹤0.01% | +212 | New | +$4.15K | |||
| $4.13K | ﹤0.01% | +40 | New | +$4.13K | |||
| $3.9K | ﹤0.01% | +2 | New | +$3.9K | |||
| $3.73K | ﹤0.01% | +60 | New | +$3.73K | |||
| $3.63K | ﹤0.01% | +184 | New | +$3.63K | |||
| $3.63K | ﹤0.01% | +82 | New | +$3.63K | |||
| $3.58K | ﹤0.01% | +30 | New | +$3.58K | |||
| $3.49K | ﹤0.01% | +13 | New | +$3.49K | |||
| $3.49K | ﹤0.01% | +671 | New | +$3.49K | |||
| $3.48K | ﹤0.01% | +32 | New | +$3.48K | |||
| $3.44K | ﹤0.01% | +38 | New | +$3.44K | |||
| $3.44K | ﹤0.01% | +84 | New | +$3.44K | |||
| $3.39K | ﹤0.01% | +46 | New | +$3.39K |
