IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$256K
3
+$232K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$231K
5
GE icon
GE Aerospace
GE
+$201K

Top Sells

1
+$596K
2
+$362K
3
+$328K
4
BND icon
Vanguard Total Bond Market
BND
+$286K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$248K

Sector Composition

1 Technology 21.34%
2 Industrials 4.12%
3 Energy 3.02%
4 Healthcare 2.79%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$838K 0.53%
1,395
-11
52
$798K 0.51%
5,481
-143
53
$797K 0.51%
12,724
54
$786K 0.5%
16,794
+24
55
$661K 0.42%
6,591
56
$644K 0.41%
8,768
-36
57
$629K 0.4%
27,439
-6,303
58
$587K 0.37%
1,319
59
$567K 0.36%
1,127
-152
60
$544K 0.35%
10,741
-2,696
61
$529K 0.34%
5,924
62
$504K 0.32%
4,892
-425
63
$439K 0.28%
2,626
64
$439K 0.28%
3,644
65
$404K 0.26%
4,871
66
$372K 0.24%
1,693
-62
67
$359K 0.23%
1,549
+225
68
$356K 0.23%
1,461
-132
69
$323K 0.21%
440
+45
70
$311K 0.2%
410
+114
71
$302K 0.19%
5,581
+1
72
$294K 0.19%
1,240
-10
73
$281K 0.18%
11,516
+60
74
$278K 0.18%
4,059
+341
75
$276K 0.18%
414
-11
1 2
3
4