Portfolio (Quarterly)
Guide ↗
Inlight Wealth Management, LLC
· CIK 0001731795| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | — | 68.0 | $7K | 0.00% | NEW | — | $103.56 | +7.5% |
| 162 | RAAX | VANECK REAL ASSETS ETF | — | 200.0 | $7K | 0.00% | NEW | — | $34.93 | +14.6% |
| 163 | DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | — | 135.0 | $7K | 0.00% | NEW | — | $51.60 | +13.2% |
| 164 | AVGO | BROADCOM INC COM | Technology | 20.0 | $7K | 0.00% | NEW | — | $346.10 | +20.9% |
| 165 | MDT | MEDTRONIC PLC SHS | Healthcare | 71.0 | $7K | 0.00% | NEW | — | $96.06 | -10.5% |
| 166 | HOOD | ROBINHOOD MKTS INC COM CL A | Financial Services | 60.0 | $7K | 0.00% | NEW | — | $113.10 | -17.9% |
| 167 | GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Healthcare | 80.0 | $7K | 0.00% | NEW | — | $82.11 | -14.5% |
| 168 | AMD | ADVANCED MICRO DEVICES INC COM | Technology | 30.0 | $6K | 0.00% | NEW | — | $214.17 | +125.1% |
| 169 | FLGT | FULGENT GENETICS INC COM | Healthcare | 239.0 | $6K | 0.00% | NEW | — | $26.27 | -29.5% |
| 170 | TYL | TYLER TECHNOLOGIES INC COM | Technology | 13.0 | $6K | 0.00% | NEW | — | $453.92 | -32.5% |
| 171 | EVV | EATON VANCE LIMITED DURATION I COM | Financial Services | 583.0 | $6K | 0.00% | NEW | — | $9.91 | -7.2% |
| 172 | BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | — | 100.0 | $6K | 0.00% | NEW | — | $56.89 | +6.3% |
| 173 | RMD | RESMED INC COM | Healthcare | 23.0 | $6K | 0.00% | NEW | — | $240.87 | -7.0% |
| 174 | PSTG | PURE STORAGE INC CL A | — | 82.0 | $5K | 0.00% | NEW | — | $67.01 | — |
| 175 | TOST | TOAST INC CL A | Technology | 152.0 | $5K | 0.00% | NEW | — | $35.51 | -2.0% |
| 176 | PII | POLARIS INC COM | Consumer Cyclical | 84.0 | $5K | 0.00% | NEW | — | $63.25 | +15.6% |
| 177 | PBI | PITNEY BOWES INC COM | Industrials | 500.0 | $5K | 0.00% | NEW | — | $10.57 | +73.1% |
| 178 | VEEV | VEEVA SYS INC CL A COM | Healthcare | 23.0 | $5K | 0.00% | NEW | — | $223.22 | -4.3% |
| 179 | TYG | TORTOISE ENERGY INFRSTRCTR CP COM | Financial Services | 123.0 | $5K | 0.00% | NEW | — | $40.90 | +2.4% |
| 180 | DES | WISDOMTREE U.S. SMALLCAP DIVIDEND FUND | — | 150.0 | $5K | 0.00% | NEW | — | $33.45 | +23.5% |
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
35.2%
Financial Services
31.9%
Technology
12.3%
Healthcare
9.2%
Energy
7.2%
Industrials
1.5%
Consumer Cyclical
1.4%
Real Estate
0.6%
Consumer Defensive
0.4%
Utilities
0.3%