IWM

Inlight Wealth Management Portfolio holdings

AUM $193M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$10.8M
3
+$10.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.4M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 14.36%
2 Energy 9.05%
3 Technology 4.29%
4 Financials 4.07%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.7M 9.03%
+287,055
2
$10.8M 7.11%
+454,660
3
$10.6M 6.94%
+117,702
4
$10.4M 6.86%
+59,528
5
$10.1M 6.67%
+179,514
6
$8.41M 5.53%
+49,651
7
$7.18M 4.73%
+55,548
8
$6.8M 4.48%
+183,319
9
$5.86M 3.86%
+12,934
10
$5.45M 3.59%
+111,450
11
$5.18M 3.41%
+401,038
12
$5.03M 3.31%
+114,290
13
$4.74M 3.12%
+78,642
14
$4.64M 3.05%
+547,066
15
$4.01M 2.64%
+100,302
16
$3.51M 2.31%
+68,295
17
$3.24M 2.13%
+121,959
18
$3.01M 1.98%
+101,938
19
$2.83M 1.86%
+66,276
20
$2.81M 1.85%
+82,882
21
$2.56M 1.68%
+112,268
22
$2.55M 1.68%
+137,770
23
$2.51M 1.65%
+248,248
24
$2.47M 1.62%
+75,443
25
$2.2M 1.45%
+366,197
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