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
276
$69.6K 0.02%
423
-25
277
$68.7K 0.02%
374
-23
278
$68.6K 0.02%
2,129
279
$68.4K 0.02%
3,147
+49
280
$67.9K 0.02%
4,303
281
$67.7K 0.02%
275
282
$66.9K 0.02%
378
+19
283
$66.5K 0.02%
2,653
-60
284
$66.4K 0.02%
933
+132
285
$66.1K 0.02%
384
+19
286
$66K 0.02%
954
-799
287
$63.2K 0.02%
1,605
-32
288
$62.9K 0.02%
441
+26
289
$62.7K 0.02%
390
-77
290
$62.4K 0.02%
558
-17
291
$62.2K 0.02%
794
-124
292
$62.1K 0.02%
678
293
$61.1K 0.02%
1,090
+268
294
$60.8K 0.02%
469
-6
295
$59.9K 0.02%
157
296
$59.8K 0.02%
956
-172
297
$59.3K 0.02%
16,598
-1,496
298
$59K 0.02%
824
+56
299
$58.5K 0.02%
927
-11
300
$58.4K 0.02%
978
+54
10 11
12
13 14