IJWM
Inman Jager Wealth Management Portfolio holdings
AUM
$157M
1-Year Est. Return
15.36%
1 Year Est. Return
+15.36%
AUM
$148M
AUM Growth
+$14.4M
(+11%)
Holding
84
Top Buys
| 1 | +$691K | |
| 2 | +$652K | |
| 3 | +$642K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$576K |
| 5 |
Vanguard S&P Small-Cap 600 Value ETF
VIOV
|
+$443K |
Top Sells
| 1 | +$694K | |
| 2 | +$300K | |
| 3 | +$229K | |
| 4 |
Amazon
AMZN
|
+$210K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$204K |
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
Cisco
CSCO
$280B
| $258K | 0.17% |
3,718
-58
|
|
||
77
AbbVie
ABBV
$387B
| $246K | 0.17% |
1,324
-1
|
|
||
78
Enterprise Products Partners
EPD
$67.6B
| $223K | 0.15% |
7,191
|
|
||
79
Parker-Hannifin
PH
$107B
| $207K | 0.14% |
+296
|
|
||
|
80
Vanguard Small-Cap Value ETF
VBR
$31.1B
| – | – |
-1,093
|
|
||
81
Vanguard Small-Cap Growth ETF
VBK
$20.4B
| – | – |
-796
|
|
||
82
Schwab US Mid-Cap ETF
SCHM
$13.4B
| – | – |
-7,692
|
|
||
83
Pilgrim's Pride
PPC
$8.8B
| – | – |
-4,200
|
|
||
|
AMRN
84
Amarin Corp
AMRN
$327M
| – | – |
-750
|
|