IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $163M
1-Year Est. Return 17.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$646K
3
+$577K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$564K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$421K

Top Sells

1
+$552K
2
+$277K
3
+$229K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$204K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$202K

Sector Composition

1 Technology 21.49%
2 Industrials 3.85%
3 Energy 3%
4 Consumer Staples 2.7%
5 Financials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$781K 0.53%
4,945
-4,390
52
$776K 0.52%
1,406
+24
53
$759K 0.51%
5,624
-103
54
$730K 0.49%
12,724
55
$717K 0.48%
16,770
-206
56
$675K 0.46%
13,437
+697
57
$654K 0.44%
6,591
-132
58
$621K 0.42%
1,279
59
$616K 0.42%
2,201
-14
60
$520K 0.35%
5,317
61
$505K 0.34%
5,924
62
$419K 0.28%
1,319
+15
63
$404K 0.27%
4,871
64
$398K 0.27%
3,644
65
$385K 0.26%
1,755
-957
66
$383K 0.26%
2,626
67
$362K 0.24%
1,655
68
$341K 0.23%
1,250
+10
69
$301K 0.2%
20,435
-4,562
70
$297K 0.2%
5,580
+871
71
$292K 0.2%
395
+9
72
$283K 0.19%
1,593
+10
73
$279K 0.19%
11,456
+1,636
74
$265K 0.18%
9,922
+1,432
75
$263K 0.18%
425
1 2
3
4