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
51
$25K 0.01%
+2,204
52
$15K 0.01%
+56
53
$9K ﹤0.01%
+6,000
54
$3K ﹤0.01%
+50
55
$1K ﹤0.01%
+1,000