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
$363M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$643K
3
+$215K
4
WIT icon
Wipro
WIT
+$196K
5
JNJ icon
Johnson & Johnson
JNJ
+$188K

Top Sells

1
+$2.69M
2
+$488K
3
+$309K
4
PGR icon
Progressive
PGR
+$291K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$257K

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
351
$39.2K 0.01%
1,120
+552
352
$39.1K 0.01%
1,159
353
$39K 0.01%
508
354
$38.3K 0.01%
196
355
$37.9K 0.01%
857
+120
356
$37.1K 0.01%
867
+266
357
$36.5K 0.01%
368
358
$36.4K 0.01%
414
+162
359
$36.2K 0.01%
543
-479
360
$35.7K 0.01%
475
-364
361
$35.7K 0.01%
521
-311
362
$35.7K 0.01%
719
+25
363
$35.6K 0.01%
10
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364
$35.3K 0.01%
86
365
$35.3K 0.01%
222
366
$35K 0.01%
225
367
$35K 0.01%
1,200
368
$35K 0.01%
1,264
+965
369
$34.7K 0.01%
813
-1,617
370
$34.6K 0.01%
906
371
$34.1K 0.01%
331
-5
372
$33.6K 0.01%
422
+418
373
$33.3K 0.01%
205
-20
374
$33.3K 0.01%
746
+693
375
$33.2K 0.01%
224
13 14
15
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