Portfolio (Quarterly)
Guide ↗
Inlight Wealth Management, LLC
· CIK 0001731795| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | EPD | ENTERPRISE PRODS PARTNERS L P COM | Energy | 4,000 | $128K | 0.05% | SOLD |
| 22 | ISRG | INTUITIVE SURGICAL INC COM NEW | Healthcare | 221 | $125K | 0.05% | SOLD |
| 23 | DIS | DISNEY WALT CO COM | Communication Services | 1,071 | $122K | 0.04% | SOLD |
| 24 | EFA | ISHARES MSCI EAFE ETF | — | 1,261 | $121K | 0.04% | SOLD |
| 25 | DLR | DIGITAL RLTY TR INC COM | Real Estate | 770 | $119K | 0.04% | SOLD |
| 26 | COPX | GLOBAL X COPPER MINERS ETF | — | 1,500 | $108K | 0.04% | SOLD |
| 27 | CVX | CHEVRON CORP NEW COM | Energy | 703 | $107K | 0.04% | SOLD |
| 28 | CMG | CHIPOTLE MEXICAN GRILL INC COM | Consumer Cyclical | 2,700 | $100K | 0.04% | SOLD |
| 29 | LII | LENNOX INTL INC COM | Industrials | 203 | $99K | 0.04% | SOLD |
| 30 | ITW | ILLINOIS TOOL WKS INC COM | Industrials | 379 | $93K | 0.03% | SOLD |
| 31 | — | ASTRAZENECA PLC SPONSORED ADR | — | 1,000 | $92K | 0.03% | SOLD |
| 32 | TXRH | TEXAS ROADHOUSE INC COM | Consumer Cyclical | 534 | $89K | 0.03% | SOLD |
| 33 | XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | — | 366 | $88K | 0.03% | SOLD |
| 34 | BWZ | SPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETF | — | 3,189 | $87K | 0.03% | SOLD |
| 35 | ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | — | 394 | $85K | 0.03% | SOLD |
| 36 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | — | 2,500 | $82K | 0.03% | SOLD |
| 37 | UPS | UNITED PARCEL SERVICE INC CL B | Industrials | 807 | $80K | 0.03% | SOLD |
| 38 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | — | 559 | $78K | 0.03% | SOLD |
| 39 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | — | 3,127 | $75K | 0.03% | SOLD |
| 40 | DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | — | 851 | $75K | 0.03% | SOLD |
Sector Allocation
Communication Services
59.2%
Energy
12.8%
Technology
12.7%
Healthcare
12.2%
Financial Services
2.4%
Consumer Cyclical
0.7%