IJWM
Inman Jager Wealth Management Portfolio holdings
AUM $133M
AUM
$133M
AUM Growth
+$5.17M (+4%)
Cap. Flow
+$7.59M
Cap. Flow % of AUM
5.69%
Top 10 Holdings %Top 10 Hldgs %
46.19%
Holding
85
New
5
Increased
46
Reduced
27
Closed
2
Top Buys
| 1 | $864K | |
| 2 | $775K | |
| 3 | $746K | |
| 4 | $728K | |
| 5 | $645K |
Top Sells
| 1 | $678K | |
| 2 | $214K | |
| 3 | $167K | |
| 4 | $152K | |
| 5 | $135K |
Sector Composition
| 1 | Technology | 18.55% |
| 2 | Energy | 3.68% |
| 3 | Industrials | 3.66% |
| 4 | Consumer Staples | 3.15% |
| 5 | Healthcare | 2.88% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $17.6M | 13.17% | 46,827 +36 | +0.1% | +$13.5K | |||
| $10.8M | 8.13% | 19,301 -1,206 | -6% | -$678K | |||
| $7.18M | 5.38% | 178,215 +21,454 | +14% | +$864K | |||
| $5.58M | 4.18% | 75,910 +9,908 | +15% | +$728K | |||
| $3.81M | 2.86% | 65,351 -2,259 | -3% | -$132K | |||
| $3.79M | 2.84% | 28,239 -1,135 | -4% | -$152K | |||
| $3.55M | 2.66% | 17,795 -465 | -3% | -$92.8K | |||
| $3.36M | 2.51% | 44,367 +165 | +0.4% | +$12.5K | |||
| $3.05M | 2.29% | 59,805 +14,603 | +32% | +$746K | |||
| $2.91M | 2.18% | 17,394 +671 | +4% | +$112K | |||
| $2.89M | 2.17% | 36,005 +8,027 | +29% | +$645K | |||
| $2.69M | 2.02% | 61,623 +307 | +0.5% | +$13.4K | |||
| $2.59M | 1.94% | 31,742 +411 | +1% | +$33.6K | |||
| $2.18M | 1.63% | 23,686 -228 | -1% | -$21K | |||
| $2.1M | 1.58% | 8,574 -872 | -9% | -$214K | |||
| $2.01M | 1.51% | 8,100 -541 | -6% | -$135K | |||
| $1.97M | 1.48% | 8,867 -246 | -3% | -$54.6K | |||
| $1.96M | 1.47% | 21,686 +470 | +2% | +$42.6K | |||
| $1.86M | 1.39% | 25,977 +1,239 | +5% | +$88.7K | |||
| $1.78M | 1.33% | 39,247 +2,710 | +7% | +$123K | |||
| $1.76M | 1.32% | 14,784 +556 | +4% | +$66.1K | |||
| $1.67M | 1.25% | 24,211 +6,998 | +41% | +$482K | |||
| $1.65M | 1.24% | 9,683 +1 | +0% | +$170 | |||
| $1.58M | 1.19% | 3,541 +361 | +11% | +$161K | |||
| $1.53M | 1.15% | 4,908 +132 | +3% | +$41.2K |
