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
351
$5K ﹤0.01%
+331
352
$5K ﹤0.01%
+372
353
$5K ﹤0.01%
+100
354
$5K ﹤0.01%
34
-90
355
$5K ﹤0.01%
+91
356
$5K ﹤0.01%
+63
357
$5K ﹤0.01%
53
+35
358
$5K ﹤0.01%
+145
359
$5K ﹤0.01%
+27
360
$5K ﹤0.01%
+38
361
$5K ﹤0.01%
52
+24
362
$5K ﹤0.01%
167
363
$5K ﹤0.01%
+718
364
$4K ﹤0.01%
+29
365
$4K ﹤0.01%
+44
366
$4K ﹤0.01%
80
367
$4K ﹤0.01%
+192
368
$4K ﹤0.01%
+35
369
$4K ﹤0.01%
+19
370
$4K ﹤0.01%
+13
371
$4K ﹤0.01%
+21
372
$4K ﹤0.01%
+30
373
$4K ﹤0.01%
35
374
$4K ﹤0.01%
+142
375
$4K ﹤0.01%
+196
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