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IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
+1.21%
1 Year Est. Return
+19.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$171M
AUM Growth
+$7.81M
Cap. Flow
+$9.59M
Cap. Flow %
5.6%
Top 10 Hldgs %
42.22%
Holding
84
New
3
Increased
46
Reduced
20
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.41M
2
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$928K
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$926K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$852K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$718K

Top Sells

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$259K
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$127K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$120K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$119K
5
BND icon
Vanguard Total Bond Market
BND
+$114K

Sector Composition

Rank Sector Weight
1 Technology 15.15%
2 Industrials 4.65%
3 Energy 4.11%
4 Healthcare 3.56%
5 Consumer Staples 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPD icon
76
Enterprise Products Partners
EPD
$83.9B
$272K 0.16%
7,191
– –
SPY icon
77
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$269K 0.16%
414
– –
META icon
78
Meta Platforms (Facebook)
META
$1.64T
$247K 0.14%
432
– –
CRM icon
79
Salesforce
CRM
$142B
$235K 0.14%
1,257
+17
+1% +$3.52K
RF icon
80
Regions Financial
RF
$26.5B
$221K 0.13%
+8,445
New +$236K
VTWO icon
81
Vanguard Russell 2000 ETF
VTWO
$17.4B
$214K 0.12%
2,132
– –
GE icon
82
GE Aerospace
GE
$354B
$209K 0.12%
736
– –
VBR icon
83
Vanguard Small-Cap Value ETF
VBR
$36.8B
$204K 0.12%
+939
New +$210K
SCHM icon
84
Schwab US Mid-Cap ETF
SCHM
$14.5B
$204K 0.12%
+6,577
New +$209K
1 2 3
4

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CGA
Channing Global Advisors Miami, Florida $171M AUM 35.23% 1-Year Est. Return
EWA
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TFA
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OPF
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MAMG
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TIA
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Inman Jager Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Inman Jager Wealth Management held 84 positions worth $171M, up 4.8% from $163M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Inman Jager Wealth Management deployed $9.59M of net new capital in Q1 2026, opening 3 new positions and adding to 46 existing holdings. Its largest new stake was Regions Financial: 8,445 shares worth $221K.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 19% a quarter earlier, followed by Industrials and Energy.

On the sell side, the largest reduction was RTX Corp, an estimated $259K trimmed.

  • Inman Jager Wealth Management's largest Q1 2026 buy was Regions Financial: 8,445 shares worth $221K.
  • Inman Jager Wealth Management added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $2.41M increase.
  • Inman Jager Wealth Management's biggest Q1 2026 reduction was RTX Corp, cutting an estimated $259K.
  • Inman Jager Wealth Management's ten largest holdings make up 42% of its $171M portfolio in Q1 2026.
  • Inman Jager Wealth Management opened 3 new positions and closed 0 in Q1 2026.
  • Inman Jager Wealth Management's portfolio value rose 4.8% quarter-over-quarter to $171M.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.