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
301
$45K 0.02%
669
+48
302
$44K 0.02%
896
+21
303
$44K 0.02%
326
+103
304
$44K 0.02%
410
+59
305
$44K 0.02%
1,515
-218
306
$43K 0.02%
293
+9
307
$43K 0.02%
612
-13
308
$43K 0.02%
503
+20
309
$43K 0.02%
363
+2
310
$42K 0.01%
954
+436
311
$42K 0.01%
4,333
+329
312
$42K 0.01%
746
+78
313
$42K 0.01%
465
+51
314
$42K 0.01%
276
+45
315
$42K 0.01%
267
+99
316
$42K 0.01%
249
+8
317
$42K 0.01%
1,200
318
$42K 0.01%
1,066
+206
319
$41K 0.01%
85
+8
320
$41K 0.01%
96
+13
321
$41K 0.01%
89
+42
322
$41K 0.01%
3,691
+2,563
323
$40K 0.01%
307
+181
324
$40K 0.01%
149
+2
325
$40K 0.01%
16,395
+14,269
11 12
13
14 15