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
$220M
AUM Growth
+$6.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$7.24M
3 +$4.17M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.67M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$615K

Sector Composition

1 Financials 1.84%
2 Energy 0.98%
3 Industrials 0.59%
4 Technology 0.58%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$16K 0.01%
452
102
$15K 0.01%
210
+90
103
$15K 0.01%
122
104
$14K 0.01%
317
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$13K 0.01%
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$13K 0.01%
800
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$13K 0.01%
331
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$13K 0.01%
330
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109
$11K 0.01%
175
110
$11K 0.01%
68
-462
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$11K 0.01%
221
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$10K ﹤0.01%
426
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$9K ﹤0.01%
412
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$9K ﹤0.01%
125
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$8K ﹤0.01%
50
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$8K ﹤0.01%
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$8K ﹤0.01%
56
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$8K ﹤0.01%
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119
$8K ﹤0.01%
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$8K ﹤0.01%
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121
$7K ﹤0.01%
40
-70
122
$6K ﹤0.01%
78
-1,497
123
$6K ﹤0.01%
55
124
$6K ﹤0.01%
60
125
$6K ﹤0.01%
79