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
$190M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Sells

1 +$505K
2 +$500K
3 +$404K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$288K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$62.1K

Sector Composition

1 Energy 4.97%
2 Financials 3.35%
3 Technology 0.75%
4 Industrials 0.69%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
$2K ﹤0.01%
+11
128
$2K ﹤0.01%
+80
129
$2K ﹤0.01%
+39
130
$2K ﹤0.01%
+31
131
$2K ﹤0.01%
+45
132
$2K ﹤0.01%
+15
133
$2K ﹤0.01%
+36
134
0
135
$1K ﹤0.01%
+21
136
$1K ﹤0.01%
+10
137
$1K ﹤0.01%
+13
138
$1K ﹤0.01%
+72
139
$1K ﹤0.01%
+9
140
$1K ﹤0.01%
+12
141
$1K ﹤0.01%
+12
142
$1K ﹤0.01%
+81
143
$1K ﹤0.01%
+22
144
$1K ﹤0.01%
+22
145
$1K ﹤0.01%
+62
146
$1K ﹤0.01%
+20
147
$1K ﹤0.01%
+1,000
148
$1K ﹤0.01%
+39
149
$1K ﹤0.01%
+4
150
$1K ﹤0.01%
+33