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
426
$24K 0.01%
77
+7
427
$24K 0.01%
944
+112
428
$24K 0.01%
157
429
$23K 0.01%
101
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430
$23K 0.01%
299
+88
431
$23K 0.01%
835
+166
432
$23K 0.01%
626
+253
433
$23K 0.01%
694
+61
434
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795
435
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173
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436
$23K 0.01%
132
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437
$23K 0.01%
972
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438
$22K 0.01%
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121
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440
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473
441
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418
+7
442
$22K 0.01%
360
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443
$22K 0.01%
199
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$22K 0.01%
283
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445
$22K 0.01%
547
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446
$21K 0.01%
120
+101
447
$21K 0.01%
54
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448
$21K 0.01%
433
+6
449
$21K 0.01%
54
+37
450
$21K 0.01%
320
-75
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