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
251
$79.2K 0.02%
3,935
-4
252
$79K 0.02%
569
-12
253
$78.1K 0.02%
1,304
-16
254
$75.8K 0.02%
2,497
255
$75.8K 0.02%
1,506
256
$75.3K 0.02%
530
+25
257
$75.1K 0.02%
3,292
-2,360
258
$74.9K 0.02%
718
-86
259
$74.9K 0.02%
888
-66
260
$74.3K 0.02%
1,486
+113
261
$73.9K 0.02%
1,728
+160
262
$72.7K 0.02%
1,957
+324
263
$72.7K 0.02%
763
+37
264
$71.5K 0.02%
1,852
-220
265
$71.3K 0.02%
1,996
+117
266
$71.1K 0.02%
1,237
+245
267
$70.9K 0.02%
207
+6
268
$70.8K 0.02%
319
-103
269
$70.6K 0.02%
806
270
$70.4K 0.02%
380
+51
271
$70.4K 0.02%
1,039
+155
272
$70K 0.02%
909
+62
273
$69.9K 0.02%
608
274
$69.7K 0.02%
563
+311
275
$69.7K 0.02%
4,046
-1,458
9 10
11
12 13