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
$224M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$36.1M
3
+$13.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$11.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.76%
2 Energy 2.43%
3 Technology 0.63%
4 Communication Services 0.41%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$186K 0.08%
+3,000
27
$181K 0.08%
+1,672
28
$176K 0.08%
+6,076
29
$168K 0.08%
+3,406
30
$165K 0.07%
+5,300
31
$154K 0.07%
+6,986
32
$150K 0.07%
+18,000
33
$149K 0.07%
+1,777
34
$143K 0.06%
+4,484
35
$113K 0.05%
+3,771
36
$106K 0.05%
+7,019
37
$103K 0.05%
+1,630
38
$88K 0.04%
+2,124
39
$82K 0.04%
+4,500
40
$72K 0.03%
+1,810
41
$68K 0.03%
+4,000
42
$66K 0.03%
+437
43
$65K 0.03%
+2,145
44
$61K 0.03%
+1,390
45
$53K 0.02%
+5,716
46
$46K 0.02%
+1,038
47
$41K 0.02%
+2,255
48
$41K 0.02%
+2,800
49
$37K 0.02%
+1,522
50
$28K 0.01%
+19,500
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