IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $171M
1-Year Est. Return 19.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$256K
3
+$232K
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$231K
5
GE icon
GE Aerospace
GE
+$201K

Top Sells

1
+$596K
2
+$362K
3
+$328K
4
BND icon
Vanguard Total Bond Market
BND
+$286K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$248K

Sector Composition

1 Technology 21.34%
2 Industrials 4.12%
3 Energy 3.02%
4 Healthcare 2.79%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$271K 0.17%
10,053
+131
77
$266K 0.17%
+7,925
78
$245K 0.16%
15,790
-4,645
79
$234K 0.15%
+4,097
80
$225K 0.14%
7,191
81
$223K 0.14%
+2,000
82
$221K 0.14%
+736
83
$209K 0.13%
+2,132
84
– –
-1,655
1 2 3
4