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
326
$5K ﹤0.01%
+36
327
$5K ﹤0.01%
+83
328
$5K ﹤0.01%
+55
329
$5K ﹤0.01%
+69
330
$5K ﹤0.01%
+78
331
$5K ﹤0.01%
+152
332
$5K ﹤0.01%
+53
333
$5K ﹤0.01%
+68
334
$5K ﹤0.01%
+26
335
$5K ﹤0.01%
40
336
$5K ﹤0.01%
+180
337
$5K ﹤0.01%
+63
338
$5K ﹤0.01%
+395
339
$5K ﹤0.01%
+22
340
$5K ﹤0.01%
+594
341
$5K ﹤0.01%
+105
342
$5K ﹤0.01%
+105
343
$5K ﹤0.01%
+50
344
$5K ﹤0.01%
327
345
$5K ﹤0.01%
+68
346
$5K ﹤0.01%
+72
347
$5K ﹤0.01%
15
+9
348
$5K ﹤0.01%
+190
349
$5K ﹤0.01%
+86
350
$5K ﹤0.01%
+140
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