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
$185M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1 +$382K
2 +$323K
3 +$228K
4
MMM icon
3M
MMM
+$203K
5
AMZN icon
Amazon
AMZN
+$180K

Sector Composition

1 Financials 2.73%
2 Technology 1.79%
3 Industrials 1.16%
4 Healthcare 0.98%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$52.6M 28.28%
156,487
-4,366
2
$18.4M 9.88%
155,674
-6,557
3
$16.1M 8.63%
235,700
-21,565
4
$13.5M 7.27%
733,242
-70,773
5
$11.5M 6.19%
78,051
+62
6
$9.03M 4.86%
528,764
-3,320
7
$8.04M 4.32%
486,370
-34,520
8
$7.76M 4.17%
142,511
-3,758
9
$4.59M 2.47%
71,575
-1,907
10
$4.06M 2.18%
97,648
11
$3.68M 1.98%
88,424
-3,126
12
$3.45M 1.85%
122,996
+1,406
13
$2.89M 1.55%
30,486
-40
14
$2.48M 1.33%
82,827
-24,868
15
$1.49M 0.8%
103,664
+5,864
16
$1.41M 0.76%
57,418
-25
17
$1.35M 0.73%
104,664
18
$1.25M 0.67%
3,263
+57
19
$873K 0.47%
8,270
-50
20
$867K 0.47%
33,656
+324
21
$826K 0.44%
7,136
+1,972
22
$713K 0.38%
132,722
23
$696K 0.37%
17,009
-251
24
$667K 0.36%
24,910
25
$588K 0.32%
13,598
-858