JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1 +$382K
2 +$323K
3 +$228K
4
MMM icon
3M
MMM
+$203K
5
AMZN icon
Amazon
AMZN
+$180K

Sector Composition

1 Financials 2.73%
2 Technology 1.79%
3 Industrials 1.16%
4 Healthcare 0.98%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7K ﹤0.01%
69
+60
277
$7K ﹤0.01%
292
-389
278
$7K ﹤0.01%
+156
279
$7K ﹤0.01%
+63
280
$7K ﹤0.01%
+15
281
$7K ﹤0.01%
+73
282
$7K ﹤0.01%
+189
283
$7K ﹤0.01%
33
284
$7K ﹤0.01%
151
285
$7K ﹤0.01%
+316
286
$7K ﹤0.01%
+251
287
$7K ﹤0.01%
111
+55
288
$7K ﹤0.01%
+261
289
$7K ﹤0.01%
+56
290
$7K ﹤0.01%
+36
291
$7K ﹤0.01%
+107
292
$7K ﹤0.01%
235
293
$7K ﹤0.01%
24
294
$7K ﹤0.01%
56
295
$7K ﹤0.01%
78
296
$7K ﹤0.01%
+594
297
$7K ﹤0.01%
+337
298
$7K ﹤0.01%
+422
299
$7K ﹤0.01%
154
+148
300
$6K ﹤0.01%
+2,501