IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $163M
1-Year Est. Return 17.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$646K
3
+$577K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$564K
5
VIOV icon
Vanguard S&P Small-Cap 600 Value ETF
VIOV
+$421K

Top Sells

1
+$552K
2
+$277K
3
+$229K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$204K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$202K

Sector Composition

1 Technology 21.49%
2 Industrials 3.85%
3 Energy 3%
4 Consumer Staples 2.7%
5 Financials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.17%
3,718
-58
77
$246K 0.17%
1,324
-1
78
$223K 0.15%
7,191
79
$207K 0.14%
+296
80
– –
-750
81
– –
-4,200
82
– –
-7,692
83
– –
-796
84
– –
-1,093
1 2 3
4