IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $148M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$19.7M
2 +$12.1M
3 +$6.17M
4
BND icon
Vanguard Total Bond Market
BND
+$4.75M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.58%
2 Industrials 3.97%
3 Energy 3.26%
4 Consumer Staples 2.84%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$215K 0.17%
+8,923
77
$212K 0.17%
+334
78
$202K 0.16%
+7,827
79
$202K 0.16%
+2,260
80
$7.28K 0.01%
+750