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
301
$6K ﹤0.01%
+102
302
$6K ﹤0.01%
175
303
$6K ﹤0.01%
+116
304
$6K ﹤0.01%
21
+6
305
$6K ﹤0.01%
+157
306
$6K ﹤0.01%
185
+99
307
$6K ﹤0.01%
63
+34
308
$6K ﹤0.01%
+35
309
$6K ﹤0.01%
+205
310
$6K ﹤0.01%
+100
311
$6K ﹤0.01%
55
312
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81
+60
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37
+4
314
$6K ﹤0.01%
60
315
$6K ﹤0.01%
+181
316
$6K ﹤0.01%
+97
317
$6K ﹤0.01%
+59
318
$6K ﹤0.01%
+34
319
$6K ﹤0.01%
+58
320
$6K ﹤0.01%
67
+11
321
$6K ﹤0.01%
+419
322
$6K ﹤0.01%
254
323
$6K ﹤0.01%
+334
324
$5K ﹤0.01%
+46
325
$5K ﹤0.01%
50
+23
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