IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $148M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12.1M
3
+$6.17M
4
BND icon
Vanguard Total Bond Market
BND
+$4.75M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.58%
2 Industrials 3.97%
3 Energy 3.26%
4 Consumer Staples 2.84%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.08%
+4,776
27
$1.37M 1.07%
+13,766
28
$1.34M 1.04%
+10,365
29
$1.26M 0.98%
+48,352
30
$1.23M 0.96%
+50,472
31
$1.15M 0.89%
+15,123
32
$1.14M 0.89%
+8,484
33
$1.12M 0.87%
+11,961
34
$1.11M 0.86%
+17,213
35
$1.1M 0.86%
+2,826
36
$1.03M 0.8%
+11,766
37
$1.01M 0.78%
+17,555
38
$979K 0.76%
+10,840
39
$932K 0.73%
+17,265
40
$913K 0.71%
+12,075
41
$897K 0.7%
+14,689
42
$881K 0.69%
+7,650
43
$860K 0.67%
+5,944
44
$848K 0.66%
+30,980
45
$830K 0.65%
+15,888
46
$799K 0.62%
+3,446
47
$793K 0.62%
+9,876
48
$788K 0.61%
+11,910
49
$747K 0.58%
+5,810
50
$742K 0.58%
+1,451
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