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
376
$31K 0.01%
615
+90
377
$31K 0.01%
942
+729
378
$31K 0.01%
231
379
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200
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380
$30K 0.01%
485
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381
$30K 0.01%
108
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382
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225
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383
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384
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152
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385
$29K 0.01%
921
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386
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201
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387
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391
$29K 0.01%
612
392
$29K 0.01%
194
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$28K 0.01%
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$28K 0.01%
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396
$28K 0.01%
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397
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398
$28K 0.01%
56
399
$27K 0.01%
307
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400
$27K 0.01%
239
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