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
$1.5M1.13% 60,454
+9,982
+20%
+$248K
$1.49M1.11% 4,508
-152
-3%
-$50.1K
$1.47M1.1% 10,010
-355
-3%
-$52.1K
$1.45M1.09% 13,952
+7,433
+114%
+$775K
$1.43M1.07% 2,779
-101
-4%
-$51.9K
$1.41M1.06% 16,799
+4,838
+40%
+$406K
$1.39M1.04% 15,461
+1,695
+12%
+$152K
$1.33M0.99% 15,529
+406
+3%
+$34.7K
$1.29M0.97% 48,528
+176
+0.4%
+$4.68K
$1.29M0.96% 7,767
+1,823
+31%
+$302K
$1.26M0.94% 15,191
+4,351
+40%
+$361K
$1.2M0.9% 22,230
+6,342
+40%
+$342K
$1.11M0.83% 3,020
+194
+7%
+$71.1K
$1.05M0.79% 18,292
+737
+4%
+$42.5K
$1.05M0.79% 33,858
+2,878
+9%
+$89.3K
$1.03M0.77% 17,087
-178
-1%
-$10.7K
$1.01M0.76% 12,377
+2,501
+25%
+$204K
$1.01M0.76% 9,335
+851
+10%
+$92.2K
$954K0.71% 27,311
+14,102
+107%
+$492K
$937K0.7% 11,950
+184
+2%
+$14.4K
$915K0.69% 14,705
+16
+0.1%
+$996
$886K0.66% 34,960
+12,095
+53%
+$306K
$852K0.64% 10,100
-1,975
-16%
-$167K
$844K0.63% 12,095
+185
+2%
+$12.9K
$782K0.59% 7,477
-173
-2%
-$18.1K
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