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
$191M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Sells

1 +$988K
2 +$413K
3 +$368K
4
LMT icon
Lockheed Martin
LMT
+$299K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$289K

Sector Composition

1 Energy 5.02%
2 Financials 3.73%
3 Technology 0.87%
4 Industrials 0.62%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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5,716
77
$28K 0.01%
+4,000
78
$26K 0.01%
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$25K 0.01%
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$24K 0.01%
306
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261
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535
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$18K 0.01%
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$17K 0.01%
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75
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$15K 0.01%
452
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$15K 0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
56