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IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $188M
1-Year Est. Return 19.49%
This Fund
S&P 500
This Quarter Est. Return
-1.3%
1 Year Est. Return
+19.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow %
102.08%
Top 10 Hldgs %
49.06%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$19.9M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.1M
3
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$6.3M
4
BND icon
Vanguard Total Bond Market
BND
+$4.83M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.34M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
MCD icon
26
McDonald's
MCD
$195B
$1.38M 1.08%
+4,776
New +$1.42M
MRK icon
27
Merck
MRK
$318B
$1.37M 1.07%
+13,766
New +$1.42M
MMM icon
28
3M
MMM
$94.3B
$1.34M 1.04%
+10,365
New +$1.36M
SCHV
29
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$1.26M 0.98%
+48,352
New +$1.31M
SCHR
30
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.23M 0.96%
+50,472
New +$1.24M
ETR icon
31
Entergy
ETR
$50B
$1.15M 0.89%
+15,123
New +$1.09M
NVDA icon
32
NVIDIA
NVDA
$5.42T
$1.14M 0.89%
+8,484
New +$1.17M
VIOV icon
33
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.9B
$1.12M 0.87%
+11,961
New +$1.14M
IDEV icon
34
iShares Core MSCI International Developed Markets ETF
IDEV
$32.6B
$1.11M 0.86%
+17,213
New +$1.16M
HD icon
35
Home Depot
HD
$355B
$1.1M 0.86%
+2,826
New +$1.15M
SLYV icon
36
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.08B
$1.03M 0.8%
+11,766
New +$1.05M
USRT icon
37
iShares Core US REIT ETF
USRT
$4.64B
$1.01M 0.78%
+17,555
New +$1.06M
SLYG icon
38
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$979K 0.76%
+10,840
New +$1.02M
IEUR icon
39
iShares Core MSCI Europe ETF
IEUR
$9.17B
$932K 0.73%
+17,265
New +$984K
PLTR icon
40
Palantir
PLTR
$413B
$913K 0.71%
+12,075
New +$703K
IPAC icon
41
iShares Core MSCI Pacific ETF
IPAC
$2.77B
$897K 0.7%
+14,689
New +$933K
IJR icon
42
iShares Core S&P Small-Cap ETF
IJR
$112B
$881K 0.69%
+7,650
New +$914K
JNJ icon
43
Johnson & Johnson
JNJ
$625B
$860K 0.67%
+5,944
New +$921K
IDV icon
44
iShares International Select Dividend ETF
IDV
$8.57B
$848K 0.66%
+30,980
New +$887K
IEMG icon
45
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$830K 0.65%
+15,888
New +$880K
AVGO icon
46
Broadcom
AVGO
$2.04T
$799K 0.62%
+3,446
New +$637K
VCIT icon
47
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$793K 0.62%
+9,876
New +$806K
IXUS icon
48
iShares Core MSCI Total International Stock ETF
IXUS
$60.4B
$788K 0.61%
+11,910
New +$827K
ITOT icon
49
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$747K 0.58%
+5,810
New +$752K
QQQ icon
50
Invesco QQQ Trust
QQQ
$481B
$742K 0.58%
+1,451
New +$734K
1
2
3 4

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Inman Jager Wealth Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Inman Jager Wealth Management, which disclosed 80 positions worth $128M. Its ten largest holdings account for 49% of the portfolio.

Its largest position is Microsoft: 46,791 shares worth $19.7M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, followed by Industrials and Energy.

  • Inman Jager Wealth Management's largest Q4 2024 buy was Microsoft: 46,791 shares worth $19.7M.
  • Inman Jager Wealth Management's ten largest holdings make up 49% of its $128M portfolio in Q4 2024.
  • Inman Jager Wealth Management disclosed 80 positions in Q4 2024, its first 13F filing on record.

Based on Inman Jager Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.