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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
-0.64%
1 Year Est. Return
+19.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$133M
AUM Growth
+$5.17M
(+4%)
Cap. Flow
+$7.18M
Cap. Flow
% of AUM
5.38%
Top 10 Holdings %
Top 10 Hldgs %
46.19%
Holding
85
New
5
Increased
46
Reduced
27
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$853K |
| 2 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$757K |
| 3 |
Vanguard Total Bond Market
BND
|
+$719K |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$701K |
| 5 |
Crown Castle
CCI
|
+$694K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$712K |
| 2 |
JPMorgan Chase
JPM
|
+$222K |
| 3 |
Parker-Hannifin
PH
|
+$212K |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
+$202K |
| 5 |
Palantir
PLTR
|
+$173K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.55% |
| 2 | Energy | 3.68% |
| 3 | Industrials | 3.66% |
| 4 | Consumer Staples | 3.15% |
| 5 | Healthcare | 2.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$2.92T
| $17.6M | 13.17% |
46,827
+36
| +0.1% | +$14.7K |
|
|
2
iShares Core S&P 500 ETF
IVV
$871B
| $10.8M | 8.13% |
19,301
-1,206
| -6% | -$712K |
|
|
3
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
| $7.18M | 5.38% |
178,215
+21,454
| +14% | +$853K |
|
|
4
Vanguard Total Bond Market
BND
$158B
| $5.58M | 4.18% |
75,910
+9,908
| +15% | +$719K |
|
5
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $3.81M | 2.86% |
65,351
-2,259
| -3% | -$140K |
|
6
iShares Select Dividend ETF
DVY
$24.1B
| $3.79M | 2.84% |
28,239
-1,135
| -4% | -$152K |
|
7
iShares Russell 2000 ETF
IWM
$80.4B
| $3.55M | 2.66% |
17,795
-465
| -3% | -$101K |
|
8
iShares Core MSCI EAFE ETF
IEFA
$187B
| $3.36M | 2.51% |
44,367
+165
| +0.4% | +$12.3K |
|
|
9
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
| $3.05M | 2.29% |
59,805
+14,603
| +32% | +$757K |
|
10
Chevron
CVX
$374B
| $2.91M | 2.18% |
17,394
+671
| +4% | +$105K |
|
|
11
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.4B
| $2.89M | 2.17% |
36,005
+8,027
| +29% | +$701K |
|
12
iShares MSCI Emerging Markets ETF
EEM
$28B
| $2.69M | 2.02% |
61,623
+307
| +0.5% | +$13.3K |
|
13
iShares MSCI EAFE ETF
EFA
$76.8B
| $2.59M | 1.94% |
31,742
+411
| +1% | +$33.1K |
|
14
Southern Company
SO
$109B
| $2.18M | 1.63% |
23,686
-228
| -1% | -$19.7K |
|
|
15
JPMorgan Chase
JPM
$950B
| $2.1M | 1.58% |
8,574
-872
| -9% | -$222K |
|
16
IBM
IBM
$214B
| $2.01M | 1.51% |
8,100
-541
| -6% | -$132K |
|
17
Apple
AAPL
$4.99T
| $1.97M | 1.48% |
8,867
-246
| -3% | -$57K |
|
18
Vanguard Real Estate ETF
VNQ
$40B
| $1.96M | 1.47% |
21,686
+470
| +2% | +$42.7K |
|
19
Coca-Cola
KO
$380B
| $1.86M | 1.39% |
25,977
+1,239
| +5% | +$82.7K |
|
20
Verizon
VZ
$201B
| $1.78M | 1.33% |
39,247
+2,710
| +7% | +$113K |
|
21
ExxonMobil
XOM
$634B
| $1.76M | 1.32% |
14,784
+556
| +4% | +$61.5K |
|
22
iShares Core MSCI International Developed Markets ETF
IDEV
$31.3B
| $1.67M | 1.25% |
24,211
+6,998
| +41% | +$477K |
|
23
Procter & Gamble
PG
$347B
| $1.65M | 1.24% |
9,683
+1
| +0% | +$167 |
|
24
Lockheed Martin
LMT
$134B
| $1.58M | 1.19% |
3,541
+361
| +11% | +$166K |
|
25
McDonald's
MCD
$194B
| $1.53M | 1.15% |
4,908
+132
| +3% | +$39.5K |
|
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Inman Jager Wealth Management's Q1 2025 Portfolio in Review
As of Q1 2025, Inman Jager Wealth Management held 85 positions worth $133M, up 4% from $128M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Inman Jager Wealth Management deployed $7.18M of net new capital in Q1 2025, opening 5 new positions and adding to 46 existing holdings. Its largest new stake was Cambria Chesapeake Pure Trend ETF: 24,997 shares worth $389K.
By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 22% a quarter earlier, followed by Energy and Industrials.
On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $712K trimmed.
- Inman Jager Wealth Management's largest Q1 2025 buy was Cambria Chesapeake Pure Trend ETF: 24,997 shares worth $389K.
- Inman Jager Wealth Management added most to State Street DoubleLine Total Return Tactical ETF in Q1 2025, an estimated $853K increase.
- Inman Jager Wealth Management's biggest Q1 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $712K.
- Inman Jager Wealth Management fully exited Parker-Hannifin in Q1 2025, selling an estimated $212K.
- Inman Jager Wealth Management's ten largest holdings make up 46% of its $133M portfolio in Q1 2025.
- Inman Jager Wealth Management opened 5 new positions and closed 2 in Q1 2025.
- Inman Jager Wealth Management's portfolio value rose 4% quarter-over-quarter to $133M.
Based on Inman Jager Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.