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
$363M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$643K
3
+$215K
4
WIT icon
Wipro
WIT
+$196K
5
JNJ icon
Johnson & Johnson
JNJ
+$188K

Top Sells

1
+$2.69M
2
+$488K
3
+$309K
4
PGR icon
Progressive
PGR
+$291K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$257K

Sector Composition

1 Technology 5.66%
2 Financials 3.46%
3 Healthcare 2.32%
4 Communication Services 1.88%
5 Industrials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95.9K 0.03%
512
-30
227
$95.9K 0.03%
384
+9
228
$94.8K 0.03%
576
229
$94.8K 0.03%
3,224
230
$93.7K 0.03%
429
-6
231
$92.7K 0.03%
554
+106
232
$92.5K 0.03%
873
-301
233
$90.7K 0.03%
411
+35
234
$89K 0.02%
564
235
$87.9K 0.02%
2,053
+191
236
$87.7K 0.02%
2,799
-216
237
$87.2K 0.02%
3,760
+1,274
238
$87.1K 0.02%
126
239
$86.9K 0.02%
121
+1
240
$84.8K 0.02%
939
-38
241
$84.7K 0.02%
229
242
$84K 0.02%
826
243
$83.8K 0.02%
3,368
+21
244
$83.7K 0.02%
1,264
+761
245
$82.9K 0.02%
1,096
246
$81.6K 0.02%
3,534
247
$81.4K 0.02%
912
-114
248
$81.1K 0.02%
2,708
-59
249
$80.8K 0.02%
10,362
+8,905
250
$79.6K 0.02%
1,054
+271
8 9
10
11 12