IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $148M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12.1M
3
+$6.17M
4
BND icon
Vanguard Total Bond Market
BND
+$4.75M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.21M

Top Sells

No sells this quarter

Sector Composition

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
51
$696K 0.54%
+12,724
52
$648K 0.51%
+16,886
53
$619K 0.48%
+2,820
54
$607K 0.47%
+22,865
55
$605K 0.47%
+6,246
56
$597K 0.47%
+1,318
57
$592K 0.46%
+6,519
58
$582K 0.45%
+2,205
59
$530K 0.41%
+13,209
60
$484K 0.38%
+5,956
61
$484K 0.38%
+5,353
62
$477K 0.37%
+9,855
63
$459K 0.36%
+1,136
64
$445K 0.35%
+4,310
65
$415K 0.32%
+1,240
66
$374K 0.29%
+4,565
67
$324K 0.25%
+1,701
68
$304K 0.24%
+2,626
69
$279K 0.22%
+1,675
70
$253K 0.2%
+432
71
$246K 0.19%
+1,384
72
$243K 0.19%
+414
73
$234K 0.18%
+3,958
74
$226K 0.18%
+7,191
75
$221K 0.17%
+4,294
1 2
3
4