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
401
$27K 0.01%
451
+73
402
$27K 0.01%
1,882
-339
403
$27K 0.01%
174
404
$27K 0.01%
63
+25
405
$27K 0.01%
403
+29
406
$26K 0.01%
123
+1
407
$26K 0.01%
474
+80
408
$26K 0.01%
+109
409
$26K 0.01%
7,227
+3,986
410
$25K 0.01%
198
+28
411
$25K 0.01%
407
+136
412
$25K 0.01%
485
-123
413
$25K 0.01%
118
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414
$25K 0.01%
3,404
+2,752
415
$25K 0.01%
232
+26
416
$24K 0.01%
1,495
417
$24K 0.01%
298
+108
418
$24K 0.01%
146
+120
419
$24K 0.01%
123
-24
420
$24K 0.01%
107
421
$24K 0.01%
642
422
$24K 0.01%
575
+231
423
$24K 0.01%
+71
424
$24K 0.01%
99
+15
425
$24K 0.01%
590
+320
15 16
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