IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$775K
3
+$746K
4
BND icon
Vanguard Total Bond Market
BND
+$728K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$645K

Top Sells

1
+$678K
2
+$214K
3
+$212K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$202K
5
PLTR icon
Palantir
PLTR
+$167K

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 Change
in Stake 		Capital Flow
26
$1.5M 1.13%
60,454
+9,982
27
$1.49M 1.11%
4,508
-152
28
$1.47M 1.1%
10,010
-355
29
$1.45M 1.09%
13,952
+7,433
30
$1.43M 1.07%
2,779
-101
31
$1.41M 1.06%
16,799
+4,838
32
$1.39M 1.04%
15,461
+1,695
33
$1.33M 0.99%
15,529
+406
34
$1.29M 0.97%
48,528
+176
35
$1.29M 0.97%
7,767
+1,823
36
$1.26M 0.94%
15,191
+4,351
37
$1.2M 0.9%
22,230
+6,342
38
$1.11M 0.83%
3,020
+194
39
$1.05M 0.79%
18,292
+737
40
$1.05M 0.79%
33,858
+2,878
41
$1.03M 0.77%
17,087
-178
42
$1.01M 0.76%
12,377
+2,501
43
$1.01M 0.76%
9,335
+851
44
$954K 0.71%
27,311
+14,102
45
$937K 0.7%
11,950
+184
46
$915K 0.69%
14,705
+16
47
$886K 0.66%
34,960
+12,095
48
$852K 0.64%
10,100
-1,975
49
$844K 0.63%
12,095
+185
50
$782K 0.59%
7,477
-173
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3 4