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
376
$33.2K 0.01%
814
-20
377
$33.1K 0.01%
117
378
$33K 0.01%
2,360
+1,738
379
$32.6K 0.01%
295
+6
380
$32.5K 0.01%
653
-31
381
$32.4K 0.01%
132
382
$32.3K 0.01%
334
+53
383
$31.7K 0.01%
240
384
$31.7K 0.01%
513
-2
385
$31.4K 0.01%
610
386
$31.3K 0.01%
153
+17
387
$31.3K 0.01%
123
388
$30.9K 0.01%
600
389
$30.7K 0.01%
126
+8
390
$30.5K 0.01%
200
391
$30.4K 0.01%
135
392
$30.3K 0.01%
182
393
$30.3K 0.01%
266
394
$30.3K 0.01%
685
395
$30.1K 0.01%
250
-52
396
$30K 0.01%
1,323
397
$29.9K 0.01%
194
-13
398
$29.6K 0.01%
302
399
$29.6K 0.01%
136
+99
400
$29.3K 0.01%
439
-129
14 15
16
17 18