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
$162M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.04M
3
+$855K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$733K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$699K

Top Sells

1
+$3.51M
2
+$1.55M
3
+$1.49M
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.18M
5
BP icon
BP
BP
+$614K

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 Change
in Stake 		Capital Flow
201
$4.97K ﹤0.01%
+24
202
$4.79K ﹤0.01%
+62
203
$4.79K ﹤0.01%
+150
204
$4.65K ﹤0.01%
+253
205
$4.6K ﹤0.01%
+2,700
206
$4.58K ﹤0.01%
+15
207
$4.53K ﹤0.01%
+500
208
$4.49K ﹤0.01%
+138
209
$4.46K ﹤0.01%
+207
210
$4.43K ﹤0.01%
+141
211
$4.22K ﹤0.01%
+11
212
$4.18K ﹤0.01%
+50
213
$4.15K ﹤0.01%
+212
214
$4.13K ﹤0.01%
+40
215
$3.9K ﹤0.01%
+2
216
$3.73K ﹤0.01%
+60
217
$3.63K ﹤0.01%
+82
218
$3.63K ﹤0.01%
+184
219
$3.58K ﹤0.01%
+30
220
$3.49K ﹤0.01%
+13
221
$3.49K ﹤0.01%
+671
222
$3.48K ﹤0.01%
+32
223
$3.44K ﹤0.01%
+38
224
$3.44K ﹤0.01%
+84
225
$3.39K ﹤0.01%
+46
7 8
9
10 11