IJWM
Inman Jager Wealth Management Portfolio holdings
AUM
$163M
1-Year Est. Return
17.78%
This Fund
S&P 500
1 Year Est. Return
+17.78%
AUM
$163M
AUM Growth
+$6.71M
(+4.3%)
Holding
83
Top Buys
| 1 | +$1.6M | |
| 2 | +$545K | |
| 3 | +$530K | |
| 4 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$506K |
| 5 |
NVIDIA
NVDA
|
+$498K |
Top Sells
| 1 | +$793K | |
| 2 | +$245K | |
| 3 | +$244K | |
| 4 |
OKLO
Oklo
OKLO
|
+$223K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$219K |
Sector Composition
| 1 | Technology | 19.41% |
| 2 | Industrials | 4.42% |
| 3 | Healthcare | 3.17% |
| 4 | Energy | 3.08% |
| 5 | Financials | 2.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Schwab US TIPS ETF
SCHP
$15.5B
| $286K | 0.18% |
10,807
+754
|
|
||
77
Meta Platforms (Facebook)
META
$1.67T
| $285K | 0.17% |
432
-8
|
|
||
78
State Street SPDR S&P 500 ETF Trust
SPY
$690B
| $282K | 0.17% |
414
|
|
||
79
Enterprise Products Partners
EPD
$80.4B
| $231K | 0.14% |
7,191
|
|
||
80
GE Aerospace
GE
$343B
| $227K | 0.14% |
736
|
|
||
81
Vanguard Russell 2000 ETF
VTWO
$13.8B
| $212K | 0.13% |
2,132
|
|
||
|
OKLO
82
Oklo
OKLO
$9.69B
| – | – |
-2,000
|
|
||
|
MFUT
83
Cambria Chesapeake Pure Trend ETF
MFUT
$29.9M
| – | – |
-15,790
|
|