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
1
$19.3M 11.96%
380,232
+93,177
2
$11.7M 7.27%
413,295
-41,365
3
$11M 6.84%
63,761
+4,233
4
$10.2M 6.3%
123,370
+5,668
5
$9.9M 6.13%
180,856
+1,342
6
$9.21M 5.7%
53,326
+3,675
7
$7.4M 4.58%
186,502
+3,183
8
$6.96M 4.31%
55,248
-300
9
$6.89M 4.26%
12,934
10
$5.78M 3.57%
379,231
-21,807
11
$5.19M 3.21%
71,261
-7,381
12
$4.94M 3.05%
102,162
-9,288
13
$4.6M 2.85%
491,074
-55,992
14
$4.26M 2.64%
93,884
-6,418
15
$3.92M 2.43%
104,656
-9,634
16
$3.65M 2.26%
79,358
-3,524
17
$3.63M 2.25%
63,514
-2,762
18
$3.04M 1.88%
+38,547
19
$2.84M 1.76%
112,171
-9,788
20
$2.83M 1.75%
83,780
-18,158
21
$2.69M 1.66%
39,656
-8,581
22
$2.12M 1.31%
67,861
-7,582
23
$2.08M 1.29%
92,301
-19,967
24
$1.66M 1.03%
110,225
-27,545
25
$1.13M 0.7%
301,142
-65,055
1
2 3 4 5