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
$283M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$711K
3
+$512K
4
AAPL icon
Apple
AAPL
+$420K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$409K

Top Sells

1
+$825K
2
+$342K
3
+$123K
4
T icon
AT&T
T
+$82.5K
5
CL icon
Colgate-Palmolive
CL
+$72.1K

Sector Composition

1 Technology 5.36%
2 Financials 3.68%
3 Communication Services 2.3%
4 Healthcare 2.2%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$61K 0.02%
1,862
+129
252
$61K 0.02%
155
+32
253
$60K 0.02%
2,365
+1,204
254
$60K 0.02%
447
255
$59K 0.02%
567
+147
256
$59K 0.02%
2,016
+1,316
257
$59K 0.02%
807
+181
258
$59K 0.02%
3,830
-2,815
259
$58K 0.02%
300
+1
260
$58K 0.02%
474
+32
261
$58K 0.02%
281
-14
262
$57K 0.02%
189
+61
263
$56K 0.02%
20,183
-433
264
$56K 0.02%
336
+140
265
$56K 0.02%
231
-34
266
$56K 0.02%
783
+497
267
$54K 0.02%
489
+272
268
$54K 0.02%
261
269
$53K 0.02%
516
+116
270
$53K 0.02%
757
+173
271
$53K 0.02%
1,028
+253
272
$53K 0.02%
667
-33
273
$53K 0.02%
390
+180
274
$52K 0.02%
998
275
$52K 0.02%
264
+21
9 10
11
12 13