JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$3.39M
2
+$615K
3
+$208K
4
WIT icon
Wipro
WIT
+$193K
5
JNJ icon
Johnson & Johnson
JNJ
+$183K

Top Sells

1
+$2.65M
2
+$483K
3
+$295K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$292K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$254K

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
401
$29.1K 0.01%
77
402
$28.8K 0.01%
471
+454
403
$28.7K 0.01%
445
404
$28.6K 0.01%
240
405
$28.4K 0.01%
1,091
+351
406
$27.9K 0.01%
305
407
$27.8K 0.01%
474
+37
408
$27.7K 0.01%
106
409
$27.7K 0.01%
343
+6
410
$27.6K 0.01%
378
411
$27.3K 0.01%
58
-1
412
$27K 0.01%
625
+110
413
$27K 0.01%
2,704
+1,100
414
$26.5K 0.01%
285
415
$26.4K 0.01%
150
-4
416
$26.3K 0.01%
279
417
$26.2K 0.01%
378
+246
418
$26.2K 0.01%
452
419
$26.2K 0.01%
789
-197
420
$26.1K 0.01%
224
-222
421
$25.9K 0.01%
342
422
$25.8K 0.01%
415
423
$25.8K 0.01%
1,916
-106
424
$25.8K 0.01%
457
-25
425
$25.8K 0.01%
251
-222
15 16
17
18 19