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
$193M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$3.72M
3
+$2.07M
4
BILL icon
BILL Holdings
BILL
+$1.88M
5
FRSH icon
Freshworks
FRSH
+$1.77M

Top Sells

1
+$2.65M
2
+$1.66M
3
+$323K
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$256K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$256K

Sector Composition

1 Communication Services 10.39%
2 Technology 6.18%
3 Healthcare 2.89%
4 Financials 2.09%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAP icon
201
SAP
SAP
$293B
$3.95K ﹤0.01%
13
ZM icon
202
Zoom
ZM
$24.9B
$3.59K ﹤0.01%
46
TEAM icon
203
Atlassian
TEAM
$41.9B
$3.45K ﹤0.01%
17
-29
PII icon
204
Polaris
PII
$3.64B
$3.42K ﹤0.01%
84
UPST icon
205
Upstart Holdings
UPST
$3.77B
$3.36K ﹤0.01%
52
CMCSA icon
206
Comcast
CMCSA
$98.8B
$3.35K ﹤0.01%
94
-600
LLY icon
207
Eli Lilly
LLY
$865B
$3.12K ﹤0.01%
4
VIPS icon
208
Vipshop
VIPS
$9.71B
$3.01K ﹤0.01%
200
AIG icon
209
American International
AIG
$41.5B
$3K ﹤0.01%
35
EMC icon
210
Global X Emerging Markets Great Consumer ETF
EMC
$84.5M
$2.9K ﹤0.01%
99
+28
MVO
211
MV Oil Trust
MVO
$49.8M
$2.88K ﹤0.01%
500
CCL icon
212
Carnival Corp
CCL
$35.3B
$2.81K ﹤0.01%
+100
DOCN icon
213
DigitalOcean
DOCN
$4.73B
$2.63K ﹤0.01%
92
NU icon
214
Nu Holdings
NU
$77.4B
$2.44K ﹤0.01%
178
IOO icon
215
iShares Global 100 ETF
IOO
$7.71B
$2.37K ﹤0.01%
22
SNAP icon
216
Snap
SNAP
$14.9B
$2.35K ﹤0.01%
270
LUMN icon
217
Lumen
LUMN
$10.8B
$2.19K ﹤0.01%
500
SOUN icon
218
SoundHound AI
SOUN
$6.04B
$2.15K ﹤0.01%
200
MIND icon
219
MIND Technology
MIND
$109M
$2.11K ﹤0.01%
250
SOLV icon
220
Solventum
SOLV
$12.5B
$2.05K ﹤0.01%
27
NCLH icon
221
Norwegian Cruise Line
NCLH
$8.67B
$2.03K ﹤0.01%
+100
DAL icon
222
Delta Air Lines
DAL
$38.2B
$2.01K ﹤0.01%
41
LQD icon
223
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.9B
$1.53K ﹤0.01%
14
-18
ORCL icon
224
Oracle
ORCL
$687B
$1.53K ﹤0.01%
7
-191
NMAX
225
Newsmax Inc
NMAX
$1.16B
$1.51K ﹤0.01%
100
+50
7 8
9
10 11