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
776
$3.92K ﹤0.01%
285
777
$3.92K ﹤0.01%
27
778
$3.81K ﹤0.01%
53
779
$3.79K ﹤0.01%
123
+38
780
$3.79K ﹤0.01%
43
-23
781
$3.77K ﹤0.01%
82
782
$3.73K ﹤0.01%
177
-251
783
$3.73K ﹤0.01%
55
784
$3.64K ﹤0.01%
+86
785
$3.63K ﹤0.01%
22
-61
786
$3.62K ﹤0.01%
+136
787
$3.62K ﹤0.01%
262
788
$3.6K ﹤0.01%
31
789
$3.59K ﹤0.01%
49
790
$3.55K ﹤0.01%
+1,063
791
$3.55K ﹤0.01%
196
-565
792
$3.49K ﹤0.01%
71
793
$3.43K ﹤0.01%
112
794
$3.42K ﹤0.01%
48
795
$3.37K ﹤0.01%
39
+17
796
$3.37K ﹤0.01%
66
-94
797
$3.36K ﹤0.01%
43
798
$3.3K ﹤0.01%
27
799
$3.23K ﹤0.01%
7
800
$3.2K ﹤0.01%
70
30 31
32
33 34