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
251
$9K ﹤0.01%
+72
252
$9K ﹤0.01%
426
253
$9K ﹤0.01%
+115
254
$9K ﹤0.01%
139
+44
255
$9K ﹤0.01%
47
-300
256
$9K ﹤0.01%
+101
257
$9K ﹤0.01%
+1,983
258
$9K ﹤0.01%
110
259
$8K ﹤0.01%
+215
260
$8K ﹤0.01%
230
+150
261
$8K ﹤0.01%
+37
262
$8K ﹤0.01%
+276
263
$8K ﹤0.01%
47
+16
264
$8K ﹤0.01%
+20
265
$8K ﹤0.01%
61
+40
266
$8K ﹤0.01%
+82
267
$8K ﹤0.01%
+23
268
$8K ﹤0.01%
+90
269
$8K ﹤0.01%
+653
270
$8K ﹤0.01%
+48
271
$8K ﹤0.01%
95
+72
272
$8K ﹤0.01%
+37
273
$8K ﹤0.01%
+1,169
274
$8K ﹤0.01%
+4
275
$7K ﹤0.01%
+422
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