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
326
$40K 0.01%
103
+5
327
$40K 0.01%
652
+147
328
$40K 0.01%
284
+32
329
$40K 0.01%
361
+221
330
$40K 0.01%
719
+110
331
$39K 0.01%
160
+2
332
$39K 0.01%
325
+48
333
$39K 0.01%
63
+6
334
$39K 0.01%
188
+36
335
$38K 0.01%
114
+42
336
$38K 0.01%
2,250
-392
337
$38K 0.01%
1,103
+202
338
$37K 0.01%
246
-10
339
$37K 0.01%
1,821
+1,495
340
$37K 0.01%
2,597
+60
341
$37K 0.01%
608
342
$37K 0.01%
476
+1
343
$37K 0.01%
578
+4
344
$37K 0.01%
126
345
$36K 0.01%
+100
346
$36K 0.01%
216
+123
347
$35K 0.01%
95
+50
348
$35K 0.01%
403
-28
349
$35K 0.01%
195
+14
350
$35K 0.01%
667
12 13
14
15 16