JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$3.39M
2
+$615K
3
+$208K
4
WIT icon
Wipro
WIT
+$193K
5
JNJ icon
Johnson & Johnson
JNJ
+$183K

Top Sells

1
+$2.65M
2
+$483K
3
+$295K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$292K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$254K

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
301
$58.3K 0.02%
279
+42
302
$57.2K 0.02%
981
-6
303
$56.3K 0.02%
905
304
$55.1K 0.02%
714
305
$54.8K 0.02%
280
+53
306
$54.4K 0.02%
69
+4
307
$54.3K 0.01%
200
308
$53.9K 0.01%
409
+1
309
$53.6K 0.01%
1,272
-1,406
310
$53.5K 0.01%
3,296
311
$53.2K 0.01%
+1,004
312
$53.1K 0.01%
5,611
+5,025
313
$52.7K 0.01%
463
+136
314
$51.2K 0.01%
536
-14
315
$51.2K 0.01%
210
316
$50.8K 0.01%
640
-186
317
$50K 0.01%
104
+38
318
$49.9K 0.01%
316
319
$49.9K 0.01%
1,738
+48
320
$49.7K 0.01%
613
-8
321
$49.6K 0.01%
236
-11
322
$49.5K 0.01%
150
+63
323
$49.2K 0.01%
445
324
$48.8K 0.01%
215
325
$48.5K 0.01%
1,659
+1,525
11 12
13
14 15