IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$256K
3
+$232K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$231K
5
GE icon
GE Aerospace
GE
+$201K

Top Sells

1
+$596K
2
+$362K
3
+$328K
4
BND icon
Vanguard Total Bond Market
BND
+$286K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$248K

Sector Composition

1 Technology 21.34%
2 Industrials 4.12%
3 Energy 3.02%
4 Healthcare 2.79%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.15%
21,389
+2,067
27
$1.75M 1.12%
39,872
-472
28
$1.72M 1.1%
25,960
-469
29
$1.7M 1.09%
2,782
+7
30
$1.69M 1.08%
14,960
-192
31
$1.55M 0.99%
10,060
-1
32
$1.53M 0.97%
8,370
-3,678
33
$1.52M 0.97%
9,802
-493
34
$1.51M 0.96%
4,955
-88
35
$1.48M 0.95%
8,002
-124
36
$1.48M 0.95%
17,670
+398
37
$1.48M 0.95%
15,909
-286
38
$1.4M 0.89%
48,038
+233
39
$1.38M 0.88%
14,309
-69
40
$1.35M 0.86%
3,331
+169
41
$1.18M 0.75%
32,309
-794
42
$1.1M 0.7%
12,387
+135
43
$1.09M 0.7%
5,857
+912
44
$1.09M 0.7%
16,017
-51
45
$1.06M 0.67%
17,993
+252
46
$1.04M 0.67%
40,989
+905
47
$1.04M 0.67%
8,764
+1,149
48
$1.04M 0.66%
14,108
-31
49
$1M 0.64%
3,043
-141
50
$910K 0.58%
11,024
+39
1
2
3 4