IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$775K
3
+$746K
4
BND icon
Vanguard Total Bond Market
BND
+$728K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$645K

Top Sells

1
+$678K
2
+$214K
3
+$212K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$202K
5
PLTR icon
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
$231K 0.17%
1,655
-20
77
$229K 0.17%
+4,200
78
$228K 0.17%
8,490
+663
79
$222K 0.17%
386
-46
80
$204K 0.15%
+1,093
81
$202K 0.15%
+7,692
82
$200K 0.15%
+796
83
$6.72K 0.01%
750
84
– –
-334
85
– –
-2,260
1 2 3
4