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
1
$23.7M 12.29%
416,549
+36,317
2
$12.7M 6.56%
69,709
+5,948
3
$12.1M 6.27%
402,557
-10,738
4
$11.9M 6.15%
134,894
+11,524
5
$10.9M 5.65%
+142,544
6
$10.8M 5.6%
196,227
+15,371
7
$10.3M 5.35%
58,455
+5,129
8
$8.87M 4.59%
205,268
+18,766
9
$7.31M 3.79%
55,344
+96
10
$6.87M 3.56%
168,322
+91,228
11
$6.49M 3.36%
69,511
-1,750
12
$5.89M 3.05%
378,555
-676
13
$5.39M 2.79%
97,519
-4,643
14
$5.1M 2.64%
478,865
-12,209
15
$4.25M 2.2%
62,917
-597
16
$4.09M 2.12%
78,606
-752
17
$4.08M 2.11%
94,301
+417
18
$3.91M 2.02%
98,217
-6,439
19
$3.64M 1.88%
7,488
-5,446
20
$2.6M 1.35%
107,210
-4,961
21
$2.58M 1.33%
37,387
-2,269
22
$2.37M 1.23%
79,119
-4,661
23
$2.06M 1.06%
10,544
+5,952
24
$2.05M 1.06%
66,247
-1,614
25
$2M 1.03%
86,874
-5,427
1
2 3 4 5