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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
-0.64%
1 Year Est. Return
+19.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. 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

Rank Stock Value
1
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$853K
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$757K
3
BND icon
Vanguard Total Bond Market
BND
+$719K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$701K
5
CCI icon
Crown Castle
CCI
+$694K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$712K
2
JPM icon
JPMorgan Chase
JPM
+$222K
3
PH icon
Parker-Hannifin
PH
+$212K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$202K
5
PLTR icon
Palantir
PLTR
+$173K

Sector Composition

Rank Sector Weight
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
SCHR
26
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.5M 1.13%
60,454
+9,982
+20% +$244K
CAT icon
27
Caterpillar
CAT
$387B
$1.49M 1.11%
4,508
-152
-3% -$54.1K
MMM icon
28
3M
MMM
$94.3B
$1.47M 1.1%
10,010
-355
-3% -$52.2K
CCI icon
29
Crown Castle
CCI
$32.2B
$1.45M 1.09%
13,952
+7,433
+114% +$694K
VOO icon
30
Vanguard S&P 500 ETF
VOO
$1.03T
$1.43M 1.07%
2,779
-101
-4% -$54.6K
VIOV icon
31
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.9B
$1.41M 1.06%
16,799
+4,838
+40% +$439K
MRK icon
32
Merck
MRK
$318B
$1.39M 1.04%
15,461
+1,695
+12% +$158K
ETR icon
33
Entergy
ETR
$50B
$1.33M 0.99%
15,529
+406
+3% +$33.4K
SCHV
34
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$1.29M 0.97%
48,528
+176
+0.4% +$4.72K
JNJ icon
35
Johnson & Johnson
JNJ
$625B
$1.29M 0.97%
7,767
+1,823
+31% +$285K
SLYG icon
36
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$1.26M 0.94%
15,191
+4,351
+40% +$388K
IEMG icon
37
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.2M 0.9%
22,230
+6,342
+40% +$341K
HD icon
38
Home Depot
HD
$355B
$1.11M 0.83%
3,020
+194
+7% +$75.6K
USRT icon
39
iShares Core US REIT ETF
USRT
$4.64B
$1.05M 0.79%
18,292
+737
+4% +$42.7K
IDV icon
40
iShares International Select Dividend ETF
IDV
$8.57B
$1.05M 0.79%
33,858
+2,878
+9% +$84.5K
IEUR icon
41
iShares Core MSCI Europe ETF
IEUR
$9.17B
$1.03M 0.77%
17,087
-178
-1% -$10.5K
VCIT icon
42
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$1.01M 0.76%
12,377
+2,501
+25% +$202K
NVDA icon
43
NVIDIA
NVDA
$5.42T
$1.01M 0.76%
9,335
+851
+10% +$108K
DOW icon
44
Dow Inc
DOW
$21.2B
$954K 0.71%
27,311
+14,102
+107% +$542K
SLYV icon
45
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.08B
$937K 0.7%
11,950
+184
+2% +$15.6K
IPAC icon
46
iShares Core MSCI Pacific ETF
IPAC
$2.77B
$915K 0.69%
14,705
+16
+0.1% +$1K
PFE icon
47
Pfizer
PFE
$153B
$886K 0.66%
34,960
+12,095
+53% +$316K
PLTR icon
48
Palantir
PLTR
$413B
$852K 0.64%
10,100
-1,975
-16% -$173K
IXUS icon
49
iShares Core MSCI Total International Stock ETF
IXUS
$60.4B
$844K 0.63%
12,095
+185
+2% +$12.8K
IJR icon
50
iShares Core S&P Small-Cap ETF
IJR
$112B
$782K 0.59%
7,477
-173
-2% -$19.5K
1
2
3 4

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DC
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IWAO
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BI
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CQWA
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Inman Jager Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Inman Jager Wealth Management held 85 positions worth $133M, up 4% from $128M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Inman Jager Wealth Management deployed $7.18M of net new capital in Q1 2025, opening 5 new positions and adding to 46 existing holdings. Its largest new stake was Cambria Chesapeake Pure Trend ETF: 24,997 shares worth $389K.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 22% a quarter earlier, followed by Energy and Industrials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $712K trimmed.

  • Inman Jager Wealth Management's largest Q1 2025 buy was Cambria Chesapeake Pure Trend ETF: 24,997 shares worth $389K.
  • Inman Jager Wealth Management added most to State Street DoubleLine Total Return Tactical ETF in Q1 2025, an estimated $853K increase.
  • Inman Jager Wealth Management's biggest Q1 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $712K.
  • Inman Jager Wealth Management fully exited Parker-Hannifin in Q1 2025, selling an estimated $212K.
  • Inman Jager Wealth Management's ten largest holdings make up 46% of its $133M portfolio in Q1 2025.
  • Inman Jager Wealth Management opened 5 new positions and closed 2 in Q1 2025.
  • Inman Jager Wealth Management's portfolio value rose 4% quarter-over-quarter to $133M.

Based on Inman Jager Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.