IJWM

Inman Jager Wealth Management Portfolio holdings

AUM $157M
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$864K
2
+$775K
3
+$746K
4
BND icon
Vanguard Total Bond Market
BND
+$728K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$645K

Top Sells

1
+$678K
2
+$214K
3
+$212K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$202K
5
PLTR icon
Palantir
PLTR
+$167K

Sector Composition

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
$17.6M 13.17%
46,827
+36
2
$10.8M 8.13%
19,301
-1,206
3
$7.18M 5.38%
178,215
+21,454
4
$5.58M 4.18%
75,910
+9,908
5
$3.81M 2.86%
65,351
-2,259
6
$3.79M 2.84%
28,239
-1,135
7
$3.55M 2.66%
17,795
-465
8
$3.36M 2.51%
44,367
+165
9
$3.05M 2.29%
59,805
+14,603
10
$2.91M 2.18%
17,394
+671
11
$2.89M 2.17%
36,005
+8,027
12
$2.69M 2.02%
61,623
+307
13
$2.59M 1.94%
31,742
+411
14
$2.18M 1.63%
23,686
-228
15
$2.1M 1.58%
8,574
-872
16
$2.01M 1.51%
8,100
-541
17
$1.97M 1.48%
8,867
-246
18
$1.96M 1.47%
21,686
+470
19
$1.86M 1.39%
25,977
+1,239
20
$1.78M 1.33%
39,247
+2,710
21
$1.76M 1.32%
14,784
+556
22
$1.67M 1.25%
24,211
+6,998
23
$1.65M 1.24%
9,683
+1
24
$1.58M 1.19%
3,541
+361
25
$1.53M 1.15%
4,908
+132
1
2 3 4