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
$133M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

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
ORCL icon
76
Oracle
ORCL
$807B
$231K 0.17%
1,655
-20
PPC icon
77
Pilgrim's Pride
PPC
$8.83B
$229K 0.17%
+4,200
SCHP icon
78
Schwab US TIPS ETF
SCHP
$14.4B
$228K 0.17%
8,490
+663
META icon
79
Meta Platforms (Facebook)
META
$1.84T
$222K 0.17%
386
-46
VBR icon
80
Vanguard Small-Cap Value ETF
VBR
$31.3B
$204K 0.15%
+1,093
SCHM icon
81
Schwab US Mid-Cap ETF
SCHM
$13.5B
$202K 0.15%
+7,692
VBK icon
82
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$200K 0.15%
+796
AMRN
83
Amarin Corp
AMRN
$410M
$6.72K 0.01%
750
VTWO icon
84
Vanguard Russell 2000 ETF
VTWO
$13B
-2,260
PH icon
85
Parker-Hannifin
PH
$93.5B
-334