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
426
$3K ﹤0.01%
25
-53
427
$3K ﹤0.01%
+22
428
$3K ﹤0.01%
+96
429
$3K ﹤0.01%
412
430
$3K ﹤0.01%
+39
431
$3K ﹤0.01%
+128
432
$3K ﹤0.01%
+383
433
$3K ﹤0.01%
+105
434
$3K ﹤0.01%
+40
435
$3K ﹤0.01%
+8
436
$3K ﹤0.01%
+32
437
$3K ﹤0.01%
47
438
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439
$3K ﹤0.01%
+202
440
$3K ﹤0.01%
+1
441
$3K ﹤0.01%
+62
442
$3K ﹤0.01%
+59
443
$3K ﹤0.01%
+50
444
$3K ﹤0.01%
+343
445
$3K ﹤0.01%
18
+2
446
$3K ﹤0.01%
+40
447
$3K ﹤0.01%
+185
448
$3K ﹤0.01%
44
+20
449
$3K ﹤0.01%
+204
450
$3K ﹤0.01%
+48
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