IWM

Inlight Wealth Management Portfolio holdings

AUM $270M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
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 Buys

1
+$4.07M
2
+$1.19M
3
+$1.08M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$735K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$701K

Top Sells

1
+$6.46M
2
+$547K
3
+$405K
4
JNPR
Juniper Networks
JNPR
+$79.9K
5
VOD icon
Vodafone
VOD
+$50.9K

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
201
$3.93K ﹤0.01%
200
202
$3.88K ﹤0.01%
11
203
$3.79K ﹤0.01%
46
204
$3.71K ﹤0.01%
+30
205
$3.66K ﹤0.01%
40
206
$3.64K ﹤0.01%
30
207
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107
+8
208
$3.22K ﹤0.01%
200
209
$3.06K ﹤0.01%
500
210
$2.95K ﹤0.01%
94
211
$2.89K ﹤0.01%
100
212
$2.85K ﹤0.01%
178
213
$2.8K ﹤0.01%
500
214
$2.75K ﹤0.01%
35
215
$2.71K ﹤0.01%
17
216
$2.64K ﹤0.01%
52
217
$2.64K ﹤0.01%
22
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$2.46K ﹤0.01%
100
219
$2.33K ﹤0.01%
41
220
$2.08K ﹤0.01%
270
221
$2.02K ﹤0.01%
250
222
$1.97K ﹤0.01%
27
223
$1.78K ﹤0.01%
+190
224
$1.58K ﹤0.01%
62
225
$1.56K ﹤0.01%
14
7 8
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10 11