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
351
$35K 0.01%
576
+165
352
$35K 0.01%
22,413
+1,177
353
$34K 0.01%
1,253
+26
354
$34K 0.01%
245
+36
355
$34K 0.01%
482
+79
356
$34K 0.01%
463
+206
357
$34K 0.01%
781
+220
358
$34K 0.01%
1,051
+50
359
$34K 0.01%
493
+70
360
$33K 0.01%
906
361
$33K 0.01%
1,025
+319
362
$33K 0.01%
947
+245
363
$33K 0.01%
123
364
$33K 0.01%
212
+41
365
$32K 0.01%
253
+30
366
$32K 0.01%
660
+40
367
$32K 0.01%
937
+9
368
$32K 0.01%
+281
369
$32K 0.01%
79
+37
370
$32K 0.01%
463
+14
371
$32K 0.01%
1,120
372
$32K 0.01%
785
+15
373
$32K 0.01%
225
374
$31K 0.01%
554
+124
375
$31K 0.01%
1,304
-31
13 14
15
16 17