IJWM
Inman Jager Wealth Management Portfolio holdings
AUM
$163M
1-Year Est. Return
17.78%
This Fund
S&P 500
1 Year Est. Return
+17.78%
AUM
$157M
AUM Growth
+$8.7M
(+5.9%)
Holding
84
Top Buys
| 1 | +$297K | |
| 2 | +$256K | |
| 3 | +$232K | |
| 4 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$231K |
| 5 |
GE Aerospace
GE
|
+$201K |
Top Sells
| 1 | +$596K | |
| 2 | +$362K | |
| 3 | +$328K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$286K |
| 5 |
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
Schwab US TIPS ETF
SCHP
$15.7B
| $271K | 0.17% |
10,053
+131
|
|
||
77
Intel
INTC
$221B
| $266K | 0.17% |
+7,925
|
|
||
|
MFUT
78
Cambria Chesapeake Pure Trend ETF
MFUT
$30.2M
| $245K | 0.16% |
15,790
-4,645
|
|
||
|
79
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.6B
| $234K | 0.15% |
+4,097
|
|
||
80
Enterprise Products Partners
EPD
$81.6B
| $225K | 0.14% |
7,191
|
|
||
|
OKLO
81
Oklo
OKLO
$8.62B
| $223K | 0.14% |
+2,000
|
|
||
|
82
GE Aerospace
GE
$297B
| $221K | 0.14% |
+736
|
|
||
83
Vanguard Russell 2000 ETF
VTWO
$13.8B
| $209K | 0.13% |
+2,132
|
|
||
84
Oracle
ORCL
$422B
| – | – |
-1,655
|
|