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IJWM
Inman Jager Wealth Management Portfolio holdings
AUM
$171M
1-Year Est. Return
19.97%
This Fund
S&P 500
This Quarter
Est. Return
-1.3%
1 Year Est. Return
+19.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
102.08%
Top 10 Holdings %
Top 10 Hldgs %
49.06%
Holding
80
New
80
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$19.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$12.1M |
| 3 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$6.3M |
| 4 |
Vanguard Total Bond Market
BND
|
+$4.83M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.34M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.58% |
| 2 | Industrials | 3.97% |
| 3 | Energy | 3.26% |
| 4 | Consumer Staples | 2.84% |
| 5 | Consumer Discretionary | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$2.93T
| $19.7M | 15.37% |
+46,791
| New | +$19.9M |
|
|
2
iShares Core S&P 500 ETF
IVV
$866B
| $12.1M | 9.41% |
+20,507
| New | +$12.1M |
|
|
3
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.1B
| $6.17M | 4.81% |
+156,761
| New | +$6.3M |
|
|
4
Vanguard Total Bond Market
BND
$158B
| $4.75M | 3.7% |
+66,002
| New | +$4.83M |
|
|
5
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $4.21M | 3.28% |
+67,610
| New | +$4.34M |
|
6
iShares Russell 2000 ETF
IWM
$79.9B
| $4.03M | 3.14% |
+18,260
| New | +$4.16M |
|
7
iShares Select Dividend ETF
DVY
$24.2B
| $3.86M | 3.01% |
+29,374
| New | +$4M |
|
8
iShares Core MSCI EAFE ETF
IEFA
$186B
| $3.11M | 2.42% |
+44,202
| New | +$3.26M |
|
9
iShares MSCI Emerging Markets ETF
EEM
$27.7B
| $2.56M | 2% |
+61,316
| New | +$2.72M |
|
10
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.9B
| $2.46M | 1.92% |
+27,978
| New | +$2.42M |
|
11
Chevron
CVX
$382B
| $2.42M | 1.89% |
+16,723
| New | +$2.56M |
|
12
iShares MSCI EAFE ETF
EFA
$76.3B
| $2.37M | 1.85% |
+31,331
| New | +$2.48M |
|
13
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
| $2.31M | 1.8% |
+45,202
| New | +$2.41M |
|
14
Apple
AAPL
$4.96T
| $2.28M | 1.78% |
+9,113
| New | +$2.15M |
|
15
JPMorgan Chase
JPM
$945B
| $2.26M | 1.76% |
+9,446
| New | +$2.2M |
|
16
Southern Company
SO
$111B
| $1.97M | 1.53% |
+23,914
| New | +$2.1M |
|
17
IBM
IBM
$206B
| $1.9M | 1.48% |
+8,641
| New | +$1.92M |
|
18
Vanguard Real Estate ETF
VNQ
$40.2B
| $1.89M | 1.47% |
+21,216
| New | +$2M |
|
19
Caterpillar
CAT
$387B
| $1.69M | 1.32% |
+4,660
| New | +$1.81M |
|
20
Procter & Gamble
PG
$356B
| $1.62M | 1.27% |
+9,682
| New | +$1.65M |
|
21
Vanguard S&P 500 ETF
VOO
$965B
| $1.55M | 1.21% |
+2,880
| New | +$1.56M |
|
22
Lockheed Martin
LMT
$136B
| $1.55M | 1.2% |
+3,180
| New | +$1.73M |
|
23
Coca-Cola
KO
$384B
| $1.54M | 1.2% |
+24,738
| New | +$1.61M |
|
24
ExxonMobil
XOM
$645B
| $1.53M | 1.19% |
+14,228
| New | +$1.66M |
|
25
Verizon
VZ
$204B
| $1.46M | 1.14% |
+36,537
| New | +$1.54M |
|
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Inman Jager Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Inman Jager Wealth Management, which disclosed 80 positions worth $128M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Microsoft: 46,791 shares worth $19.7M.
By sector, the portfolio is most concentrated in Technology at 22% of assets, followed by Industrials and Energy.
- Inman Jager Wealth Management's largest Q4 2024 buy was Microsoft: 46,791 shares worth $19.7M.
- Inman Jager Wealth Management's ten largest holdings make up 49% of its $128M portfolio in Q4 2024.
- Inman Jager Wealth Management disclosed 80 positions in Q4 2024, its first 13F filing on record.
Based on Inman Jager Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.