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
51
$699K 0.52%
5,727
-83
52
$681K 0.51%
1,279
-39
53
$668K 0.5%
16,976
+90
54
$667K 0.5%
12,724
55
$665K 0.5%
6,723
+477
56
$648K 0.49%
1,382
-69
57
$636K 0.48%
12,740
+2,885
58
$573K 0.43%
2,215
+10
59
$535K 0.4%
3,197
-249
60
$516K 0.39%
2,712
-108
61
$489K 0.37%
5,924
-32
62
$467K 0.35%
5,317
-36
63
$403K 0.3%
4,871
+306
64
$389K 0.29%
+24,997
65
$348K 0.26%
2,626
66
$338K 0.25%
3,644
-666
67
$338K 0.25%
1,304
+168
68
$333K 0.25%
1,240
69
$278K 0.21%
1,325
-59
70
$247K 0.19%
4,709
+415
71
$247K 0.19%
1,583
-118
72
$246K 0.18%
7,191
73
$239K 0.18%
9,820
+897
74
$238K 0.18%
425
+11
75
$233K 0.17%
3,776
-182
1 2
3
4