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
$214M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Sells

1 +$5.69M
2 +$4.33M
3 +$2.62M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.31M
5
T icon
AT&T
T
+$441K

Sector Composition

1 Financials 1.9%
2 Energy 1.44%
3 Technology 0.63%
4 Industrials 0.58%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-18,637
202
-116
203
-2,133
204
-3,205
205
-2
206
-3
207
-160
208
-100
209
$0 ﹤0.01%
44
210
-25,377
211
-190,284