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

Top Sells

1
+$1.47M
2
+$1.47M
3
+$1.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$774K
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$744K

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
226
$11K 0.01%
+50
227
$11K 0.01%
+13
228
$11K 0.01%
1,910
+1,658
229
$10K 0.01%
+91
230
$10K 0.01%
+34
231
$10K 0.01%
+146
232
$10K 0.01%
164
-42
233
$10K 0.01%
+128
234
$10K 0.01%
87
235
$10K 0.01%
131
236
$10K 0.01%
+478
237
$10K 0.01%
+57
238
$10K 0.01%
+215
239
$10K 0.01%
+144
240
$10K 0.01%
+60
241
$10K 0.01%
+252
242
$10K 0.01%
+720
243
$10K 0.01%
+17
244
$10K 0.01%
+270
245
$10K 0.01%
+65
246
$10K 0.01%
+455
247
$9K ﹤0.01%
+102
248
$9K ﹤0.01%
122
+79
249
$9K ﹤0.01%
+116
250
$9K ﹤0.01%
+32
8 9
10
11 12