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
376
$4K ﹤0.01%
+196
377
$4K ﹤0.01%
+65
378
$4K ﹤0.01%
74
379
$4K ﹤0.01%
397
+203
380
$4K ﹤0.01%
+37
381
$4K ﹤0.01%
23
+12
382
$4K ﹤0.01%
+15
383
$4K ﹤0.01%
121
384
$4K ﹤0.01%
296
-120
385
$4K ﹤0.01%
+114
386
$4K ﹤0.01%
+90
387
$4K ﹤0.01%
114
+54
388
$4K ﹤0.01%
+39
389
$4K ﹤0.01%
+16
390
$4K ﹤0.01%
+156
391
$4K ﹤0.01%
+213
392
$4K ﹤0.01%
62
-18
393
$4K ﹤0.01%
+74
394
$4K ﹤0.01%
+41
395
$4K ﹤0.01%
+97
396
$4K ﹤0.01%
39
+17
397
$4K ﹤0.01%
+58
398
$4K ﹤0.01%
+41
399
$4K ﹤0.01%
68
+40
400
$4K ﹤0.01%
+70
14 15
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