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%
+5
427
$3K ﹤0.01%
+258
428
$3K ﹤0.01%
+61
429
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+8
430
$3K ﹤0.01%
+72
431
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+60
432
$3K ﹤0.01%
302
433
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15
434
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+150
435
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+28
436
$3K ﹤0.01%
+49
437
$3K ﹤0.01%
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438
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439
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+8
441
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25
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442
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$3K ﹤0.01%
+96
444
$3K ﹤0.01%
412
445
$3K ﹤0.01%
+39
446
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+128
447
$3K ﹤0.01%
+383
448
$3K ﹤0.01%
+105
449
$3K ﹤0.01%
+40
450
$3K ﹤0.01%
+8
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