IJWM
Inman Jager Wealth Management Portfolio holdings
AUM
$148M
1 Year Est. Return
–
AUM
$133M
AUM Growth
+$5.17M
(+4%)
Holding
85
Top Buys
| 1 | +$864K | |
| 2 | +$775K | |
| 3 | +$746K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$728K |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$645K |
Top Sells
| 1 | +$678K | |
| 2 | +$214K | |
| 3 | +$212K | |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
+$202K |
| 5 |
Palantir
PLTR
|
+$167K |
Sector Composition
| 1 | Technology | 18.55% |
| 2 | Energy | 3.68% |
| 3 | Industrials | 3.66% |
| 4 | Consumer Staples | 3.15% |
| 5 | Healthcare | 2.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Oracle
ORCL
$807B
| $231K | 0.17% |
1,655
-20
|
|
||
77
Pilgrim's Pride
PPC
$8.83B
| $229K | 0.17% |
+4,200
|
|
||
78
Schwab US TIPS ETF
SCHP
$14.4B
| $228K | 0.17% |
8,490
+663
|
|
||
79
Meta Platforms (Facebook)
META
$1.84T
| $222K | 0.17% |
386
-46
|
|
||
80
Vanguard Small-Cap Value ETF
VBR
$31.3B
| $204K | 0.15% |
+1,093
|
|
||
81
Schwab US Mid-Cap ETF
SCHM
$13.5B
| $202K | 0.15% |
+7,692
|
|
||
82
Vanguard Small-Cap Growth ETF
VBK
$20.8B
| $200K | 0.15% |
+796
|
|
||
|
AMRN
83
Amarin Corp
AMRN
$410M
| $6.72K | 0.01% |
750
|
|
||
|
84
Vanguard Russell 2000 ETF
VTWO
$13B
| – | – |
-2,260
|
|
||
85
Parker-Hannifin
PH
$93.5B
| – | – |
-334
|
|