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
401
$4K ﹤0.01%
+44
402
$4K ﹤0.01%
+246
403
$4K ﹤0.01%
+72
404
$4K ﹤0.01%
+15
405
$4K ﹤0.01%
+136
406
$4K ﹤0.01%
+16
407
$4K ﹤0.01%
53
408
$4K ﹤0.01%
+70
409
$4K ﹤0.01%
+17
410
$4K ﹤0.01%
47
+26
411
$4K ﹤0.01%
+144
412
$4K ﹤0.01%
+32
413
$4K ﹤0.01%
+60
414
$4K ﹤0.01%
+244
415
$4K ﹤0.01%
+79
416
$4K ﹤0.01%
+30
417
$4K ﹤0.01%
+1,100
418
$4K ﹤0.01%
+41
419
$3K ﹤0.01%
+106
420
$3K ﹤0.01%
15
-30
421
$3K ﹤0.01%
+57
422
$3K ﹤0.01%
39
-26
423
$3K ﹤0.01%
6
424
$3K ﹤0.01%
+13
425
$3K ﹤0.01%
+53
15 16
17
18 19