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
276
$52K 0.02%
3,509
+1,934
277
$52K 0.02%
946
+90
278
$51K 0.02%
7,672
+1,842
279
$51K 0.02%
622
+136
280
$51K 0.02%
186
+104
281
$51K 0.02%
905
-1
282
$51K 0.02%
194
+48
283
$51K 0.02%
522
-129
284
$50K 0.02%
498
285
$50K 0.02%
1,991
+1,350
286
$50K 0.02%
60
+11
287
$50K 0.02%
535
-10
288
$49K 0.02%
222
+82
289
$49K 0.02%
1,137
-32
290
$49K 0.02%
6,950
+595
291
$48K 0.02%
1,303
+270
292
$48K 0.02%
1,486
+261
293
$47K 0.02%
272
+86
294
$47K 0.02%
2,000
-179
295
$47K 0.02%
1,109
+515
296
$47K 0.02%
3,635
-595
297
$47K 0.02%
859
-117
298
$46K 0.02%
1,058
+306
299
$46K 0.02%
986
+137
300
$45K 0.02%
1,804
+136
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