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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
HWC icon
51
Hancock Whitney
HWC
$6.24B
$696K 0.54%
+12,724
New +$704K
SPEM icon
52
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$648K 0.51%
+16,886
New +$679K
AMZN icon
53
Amazon
AMZN
$2.96T
$619K 0.48%
+2,820
New +$577K
PFE icon
54
Pfizer
PFE
$153B
$607K 0.47%
+22,865
New +$620K
AGG icon
55
iShares Core US Aggregate Bond ETF
AGG
$138B
$605K 0.47%
+6,246
New +$615K
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.13T
$597K 0.47%
+1,318
New +$609K
CCI icon
57
Crown Castle
CCI
$32.2B
$592K 0.46%
+6,519
New +$682K
VO icon
58
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$582K 0.45%
+8,820
New +$599K
DOW icon
59
Dow Inc
DOW
$21.2B
$530K 0.41%
+13,209
New +$616K
VONV icon
60
Vanguard Russell 1000 Value ETF
VONV
$22B
$484K 0.38%
+5,956
New +$502K
WMT icon
61
Walmart Inc
WMT
$890B
$484K 0.38%
+5,353
New +$465K
VTIP icon
62
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$477K 0.37%
+9,855
New +$481K
TSLA icon
63
Tesla
TSLA
$1.3T
$459K 0.36%
+1,136
New +$366K
VONG icon
64
Vanguard Russell 1000 Growth ETF
VONG
$45.8B
$445K 0.35%
+4,310
New +$436K
CRM icon
65
Salesforce
CRM
$158B
$415K 0.32%
+1,240
New +$396K
SHY icon
66
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$374K 0.29%
+4,565
New +$375K
GOOG icon
67
Alphabet (Google) Class C
GOOG
$4.32T
$324K 0.25%
+1,701
New +$300K
RTX icon
68
RTX Corp
RTX
$301B
$304K 0.24%
+2,626
New +$317K
ORCL icon
69
Oracle
ORCL
$423B
$279K 0.22%
+1,675
New +$298K
META icon
70
Meta Platforms (Facebook)
META
$1.51T
$253K 0.2%
+432
New +$254K
ABBV icon
71
AbbVie
ABBV
$435B
$246K 0.19%
+1,384
New +$254K
SPY icon
72
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$243K 0.19%
+414
New +$244K
CSCO icon
73
Cisco
CSCO
$479B
$234K 0.18%
+3,958
New +$226K
EPD icon
74
Enterprise Products Partners
EPD
$81.7B
$226K 0.18%
+7,191
New +$221K
IGIB icon
75
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$221K 0.17%
+4,294
New +$225K
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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MAS
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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.