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
$414M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.84M
3
+$1.75M
4
GD icon
General Dynamics
GD
+$468K
5
NVDA icon
NVIDIA
NVDA
+$371K

Top Sells

1
+$2.78M
2
+$1.21M
3
+$1.16M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.16M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$554K

Sector Composition

1 Technology 7.6%
2 Financials 3.94%
3 Healthcare 2.51%
4 Communication Services 2.48%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$22.3K 0.01%
1,297
-36
527
$22.2K 0.01%
101
-10
528
$22.1K 0.01%
773
-408
529
$22.1K 0.01%
99
530
$22K 0.01%
+293
531
$22K 0.01%
221
-34
532
$21.6K 0.01%
353
533
$21K 0.01%
335
+330
534
$20.9K 0.01%
86
+4
535
$20.8K 0.01%
623
+390
536
$20.6K 0.01%
61
+20
537
$20.6K 0.01%
169
-43
538
$20.6K 0.01%
250
539
$20.6K 0.01%
169
+2
540
$20.5K ﹤0.01%
517
-302
541
$20.3K ﹤0.01%
218
-119
542
$20.2K ﹤0.01%
243
-337
543
$20.2K ﹤0.01%
266
+53
544
$20.2K ﹤0.01%
91
+1
545
$20K ﹤0.01%
66
546
$19.5K ﹤0.01%
420
-210
547
$19.5K ﹤0.01%
366
-709
548
$19.3K ﹤0.01%
314
+45
549
$19.2K ﹤0.01%
462
550
$19.1K ﹤0.01%
147
+3
20 21
22
23 24