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
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$7K ﹤0.01%
100
102
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800
103
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200
104
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105
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+1
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78
+1
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$6K ﹤0.01%
47
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$6K ﹤0.01%
+2,394
111
$5K ﹤0.01%
100
112
$5K ﹤0.01%
116
113
$5K ﹤0.01%
400
114
$3K ﹤0.01%
24
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36
+5
116
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120
-57
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225
+185
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+29
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16
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$3K ﹤0.01%
100
121
$2K ﹤0.01%
11
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$2K ﹤0.01%
51
-30
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80
124
$2K ﹤0.01%
22
125
$2K ﹤0.01%
40
+1