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

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
576
$16.3K ﹤0.01%
1,031
+286
577
$16.3K ﹤0.01%
188
-36
578
$16.2K ﹤0.01%
151
579
$16.1K ﹤0.01%
+84
580
$16.1K ﹤0.01%
269
+2
581
$16.1K ﹤0.01%
197
582
$15.9K ﹤0.01%
63
+14
583
$15.9K ﹤0.01%
234
+4
584
$15.9K ﹤0.01%
141
+77
585
$15.8K ﹤0.01%
952
586
$15.6K ﹤0.01%
+3,172
587
$15.6K ﹤0.01%
+72
588
$15.2K ﹤0.01%
166
-239
589
$15.2K ﹤0.01%
248
-673
590
$15.1K ﹤0.01%
168
+2
591
$15K ﹤0.01%
900
-129
592
$14.9K ﹤0.01%
355
593
$14.8K ﹤0.01%
221
594
$14.7K ﹤0.01%
74
+21
595
$14.7K ﹤0.01%
432
596
$14.7K ﹤0.01%
56
597
$14.7K ﹤0.01%
626
+597
598
$14.7K ﹤0.01%
123
599
$14.6K ﹤0.01%
135
600
$14.6K ﹤0.01%
131