JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
This Quarter Return
+0.87%
1 Year Return
+15.17%
3 Year Return
+16.41%
5 Year Return
+58.53%
10 Year Return
AUM
$477M
AUM Growth
+$7.42M
Cap. Flow
+$10.8M
Cap. Flow %
2.25%
Top 10 Hldgs %
57.63%
Holding
1,133
New
42
Increased
216
Reduced
329
Closed
44
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$27.8K0.01% 203
+6
+3%
+$821
$27.6K0.01% 299
$27.5K0.01% 314
+290
+1,208%
+$25.4K
$27.5K0.01% 203
$27.4K0.01% 654
-2
-0.3%
-$84
$27.4K0.01% 67
+6
+10%
+$2.45K
$27.3K0.01% 130
-27
-17%
-$5.68K
$27.1K0.01% 182
$27K0.01% 957
+60
+7%
+$1.69K
$27K0.01% 234
+34
+17%
+$3.92K
$26.9K0.01% 841
$26.9K0.01% 1,161
-627
-35%
-$14.5K
$26.4K0.01% 440
-33
-7%
-$1.98K
$26K0.01% 79
-21
-21%
-$6.92K
$25.9K0.01% 291
$25.5K0.01% 260
+18
+7%
+$1.77K
$25K0.01% 284
$25K0.01% 210
$24.9K0.01% 774
-413
-35%
-$13.3K
$24.9K0.01% 660
-25
-4%
-$943
$24.4K0.01% 695
-145
-17%
-$5.1K
$24.4K0.01% 480
+49
+11%
+$2.49K
$24.4K0.01% 354
+17
+5%
+$1.17K
$24.4K0.01% 171
-15
-8%
-$2.14K
$24.2K0.01% 81