Portfolio (Quarterly)
Guide ↗
Inlight Wealth Management, LLC
· CIK 0001731795| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | — | 3,169.0 | $328K | 0.12% | +401.0 | +14.5% | $103.43 | -1.3% |
| 22 | HD | HOME DEPOT INC COM | Consumer Cyclical | 850.0 | $280K | 0.10% | +70.0 | +9.0% | $328.89 | +1.6% |
| 23 | VOO | VANGUARD S&P 500 ETF | — | 374.0 | $224K | 0.08% | +5.0 | +1.4% | $598.08 | +15.1% |
| 24 | WBD | WARNER BROS DISCOVERY INC COM SER A | Communication Services | 12,409.0 | $31K | 0.01% | +119.0 | +1.0% | $2.48 | +954.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Communication Services
59.2%
Energy
12.8%
Technology
12.7%
Healthcare
12.2%
Financial Services
2.4%
Consumer Cyclical
0.7%