IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $133M
This Quarter Return
-0.64%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
+$5.17M
Cap. Flow
+$7.18M
Cap. Flow %
5.38%
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
$212K
4
$202K
5
$167K

Sector Composition

1Technology18.55%
2Energy3.68%
3Industrials3.66%
4Consumer Staples3.15%
5Healthcare2.88%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$17.6M13.17% 46,827
+36
+0.1%
+$13.5K
$10.8M8.13% 19,301
-1,206
-6%
-$678K
$7.18M5.38% 178,215
+21,454
+14%
+$864K
$5.58M4.18% 75,910
+9,908
+15%
+$728K
$3.81M2.86% 65,351
-2,259
-3%
-$132K
$3.79M2.84% 28,239
-1,135
-4%
-$152K
$3.55M2.66% 17,795
-465
-3%
-$92.8K
$3.36M2.51% 44,367
+165
+0.4%
+$12.5K
$3.05M2.29% 59,805
+14,603
+32%
+$746K
$2.91M2.18% 17,394
+671
+4%
+$112K
$2.89M2.17% 36,005
+8,027
+29%
+$645K
$2.69M2.02% 61,623
+307
+0.5%
+$13.4K
$2.59M1.94% 31,742
+411
+1%
+$33.6K
$2.18M1.63% 23,686
-228
-1%
-$21K
$2.1M1.58% 8,574
-872
-9%
-$214K
$2.01M1.51% 8,100
-541
-6%
-$135K
$1.97M1.48% 8,867
-246
-3%
-$54.6K
$1.96M1.47% 21,686
+470
+2%
+$42.6K
$1.86M1.39% 25,977
+1,239
+5%
+$88.7K
$1.78M1.33% 39,247
+2,710
+7%
+$123K
$1.76M1.32% 14,784
+556
+4%
+$66.1K
$1.67M1.25% 24,211
+6,998
+41%
+$482K
$1.65M1.24% 9,683
+1
+0%
+$170
$1.58M1.19% 3,541
+361
+11%
+$161K
$1.53M1.15% 4,908
+132
+3%
+$41.2K
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