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
1
$26.2M 12.29%
436,979
+20,430
2
$14.9M 7.02%
196,193
+53,649
3
$14.7M 6.92%
401,721
-836
4
$13.9M 6.54%
73,424
+3,715
5
$13.7M 6.41%
140,987
+6,093
6
$11.7M 5.5%
203,999
+7,772
7
$11.5M 5.38%
61,475
+3,020
8
$9.62M 4.52%
217,781
+12,513
9
$7.71M 3.62%
55,230
-114
10
$7.48M 3.51%
171,432
+3,110
11
$6.22M 2.92%
62,760
-157
12
$5.98M 2.81%
78,289
-317
13
$5.72M 2.69%
377,607
-948
14
$5.5M 2.58%
474,400
-4,465
15
$5.02M 2.36%
87,865
-9,654
16
$4.13M 1.94%
93,979
-322
17
$3.88M 1.82%
88,609
-9,608
18
$3.76M 1.77%
7,488
19
$3.31M 1.55%
15,845
+5,301
20
$2.79M 1.31%
36,972
-415
21
$2.71M 1.27%
106,277
-933
22
$2.7M 1.27%
78,347
-772
23
$2.62M 1.23%
15,008
+3,998
24
$2.34M 1.1%
66,154
-93
25
$2.27M 1.06%
34,747
+9,315
1
2 3 4 5