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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
ITOT icon
51
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$699K 0.52%
5,727
-83
-1% -$10.7K
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.13T
$681K 0.51%
1,279
-39
-3% -$19K
SPEM icon
53
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$668K 0.5%
16,976
+90
+0.5% +$3.53K
HWC icon
54
Hancock Whitney
HWC
$6.24B
$667K 0.5%
12,724
– –
AGG icon
55
iShares Core US Aggregate Bond ETF
AGG
$138B
$665K 0.5%
6,723
+477
+8% +$46.6K
QQQ icon
56
Invesco QQQ Trust
QQQ
$481B
$648K 0.49%
1,382
-69
-5% -$35.1K
VTIP icon
57
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$636K 0.48%
12,740
+2,885
+29% +$142K
VO icon
58
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$573K 0.43%
8,860
+40
+0.5% +$2.68K
AVGO icon
59
Broadcom
AVGO
$2.04T
$535K 0.4%
3,197
-249
-7% -$52.7K
AMZN icon
60
Amazon
AMZN
$2.96T
$516K 0.39%
2,712
-108
-4% -$23.4K
VONV icon
61
Vanguard Russell 1000 Value ETF
VONV
$22B
$489K 0.37%
5,924
-32
-0.5% -$2.68K
WMT icon
62
Walmart Inc
WMT
$890B
$467K 0.35%
5,317
-36
-0.7% -$3.38K
SHY icon
63
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$403K 0.3%
4,871
+306
+7% +$25.2K
MFUT
64
Cambria Chesapeake Pure Trend ETF
MFUT
$40.7M
$389K 0.29%
+24,997
New +$402K
RTX icon
65
RTX Corp
RTX
$301B
$348K 0.26%
2,626
– –
VONG icon
66
Vanguard Russell 1000 Growth ETF
VONG
$45.8B
$338K 0.25%
3,644
-666
-15% -$67.6K
TSLA icon
67
Tesla
TSLA
$1.3T
$338K 0.25%
1,304
+168
+15% +$56K
CRM icon
68
Salesforce
CRM
$158B
$333K 0.25%
1,240
– –
ABBV icon
69
AbbVie
ABBV
$435B
$278K 0.21%
1,325
-59
-4% -$11.5K
IGIB icon
70
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$247K 0.19%
4,709
+415
+10% +$21.6K
GOOG icon
71
Alphabet (Google) Class C
GOOG
$4.32T
$247K 0.19%
1,583
-118
-7% -$21.6K
EPD icon
72
Enterprise Products Partners
EPD
$81.7B
$246K 0.18%
7,191
– –
SCHO icon
73
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$239K 0.18%
9,820
+897
+10% +$21.7K
SPY icon
74
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$238K 0.18%
425
+11
+3% +$6.47K
CSCO icon
75
Cisco
CSCO
$479B
$233K 0.17%
3,776
-182
-5% -$11.2K
1 2
3
4

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AAA
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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 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.