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
$355M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.44%
2 Financials 3.36%
3 Healthcare 2.46%
4 Energy 1.88%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
-16
1077
-14
1078
-67
1079
-14
1080
-3
1081
-1
1082
-4
1083
-6
1084
-11
1085
-9
1086
-22
1087
-120
1088
-12
1089
-2
1090
-75
1091
-600
1092
-124