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IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $188M
1-Year Est. Return 19.49%
This Fund
S&P 500
This Quarter Est. Return
-1.3%
1 Year Est. Return
+19.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow %
102.08%
Top 10 Hldgs %
49.06%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$19.9M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.1M
3
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$6.3M
4
BND icon
Vanguard Total Bond Market
BND
+$4.83M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.34M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
SCHO icon
76
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$215K 0.17%
+8,923
New +$216K
PH icon
77
Parker-Hannifin
PH
$135B
$212K 0.17%
+334
New +$221K
SCHP icon
78
Schwab US TIPS ETF
SCHP
$16.2B
$202K 0.16%
+7,827
New +$206K
VTWO icon
79
Vanguard Russell 2000 ETF
VTWO
$17.4B
$202K 0.16%
+2,260
New +$209K
AMRN
80
Amarin Corp
AMRN
$303M
$7.28K 0.01%
+750
New +$8.03K
1 2 3
4

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AAA
American Alpha Advisors New York $188M AUM 42.65% 1-Year Est. Return
DC
Destiny Capital Golden, Colorado $188M AUM 14.43% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
BI
Beckerman Institutional Ocean Grove, New Jersey $188M AUM 15.07% 1-Year Est. Return
CQWA
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MAS
MPWM Advisory Solutions Alpharetta, Georgia $189M AUM 15.74% 1-Year Est. Return

Inman Jager Wealth Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Inman Jager Wealth Management, which disclosed 80 positions worth $128M. Its ten largest holdings account for 49% of the portfolio.

Its largest position is Microsoft: 46,791 shares worth $19.7M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, followed by Industrials and Energy.

  • Inman Jager Wealth Management's largest Q4 2024 buy was Microsoft: 46,791 shares worth $19.7M.
  • Inman Jager Wealth Management's ten largest holdings make up 49% of its $128M portfolio in Q4 2024.
  • Inman Jager Wealth Management disclosed 80 positions in Q4 2024, its first 13F filing on record.

Based on Inman Jager Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.