IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $148M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12.1M
3
+$6.17M
4
BND icon
Vanguard Total Bond Market
BND
+$4.75M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.21M

Top Sells

No sells this quarter

Sector Composition

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
$19.7M 15.37%
+46,791
2
$12.1M 9.41%
+20,507
3
$6.17M 4.81%
+156,761
4
$4.75M 3.7%
+66,002
5
$4.21M 3.28%
+67,610
6
$4.03M 3.14%
+18,260
7
$3.86M 3.01%
+29,374
8
$3.11M 2.42%
+44,202
9
$2.56M 2%
+61,316
10
$2.46M 1.92%
+27,978
11
$2.42M 1.89%
+16,723
12
$2.37M 1.85%
+31,331
13
$2.31M 1.8%
+45,202
14
$2.28M 1.78%
+9,113
15
$2.26M 1.76%
+9,446
16
$1.97M 1.53%
+23,914
17
$1.9M 1.48%
+8,641
18
$1.89M 1.47%
+21,216
19
$1.69M 1.32%
+4,660
20
$1.62M 1.27%
+9,682
21
$1.55M 1.21%
+2,880
22
$1.55M 1.2%
+3,180
23
$1.54M 1.2%
+24,738
24
$1.53M 1.19%
+14,228
25
$1.46M 1.14%
+36,537
1
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