IWM

Inlight Wealth Management Portfolio holdings

AUM $273M
1-Year Est. Return 28.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.38%
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
+$10.5M
2
+$3.63M
3
+$1.95M
4
BILL icon
BILL Holdings
BILL
+$1.79M
5
FRSH icon
Freshworks
FRSH
+$1.71M

Top Sells

1
+$2.77M
2
+$1.66M
3
+$314K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$241K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$238K

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
201
$3.95K ﹤0.01%
13
202
$3.59K ﹤0.01%
46
203
$3.45K ﹤0.01%
17
-29
204
$3.42K ﹤0.01%
84
205
$3.36K ﹤0.01%
52
206
$3.35K ﹤0.01%
94
-600
207
$3.12K ﹤0.01%
4
208
$3.01K ﹤0.01%
200
209
$3K ﹤0.01%
35
210
$2.9K ﹤0.01%
99
+28
211
$2.88K ﹤0.01%
500
212
$2.81K ﹤0.01%
+100
213
$2.63K ﹤0.01%
92
214
$2.44K ﹤0.01%
178
215
$2.37K ﹤0.01%
22
216
$2.35K ﹤0.01%
270
217
$2.19K ﹤0.01%
500
218
$2.15K ﹤0.01%
200
219
$2.11K ﹤0.01%
250
220
$2.05K ﹤0.01%
27
221
$2.03K ﹤0.01%
+100
222
$2.01K ﹤0.01%
41
223
$1.53K ﹤0.01%
14
-18
224
$1.53K ﹤0.01%
7
-191
225
$1.51K ﹤0.01%
100
+50
7 8
9
10 11