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
$363M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$643K
3
+$215K
4
WIT icon
Wipro
WIT
+$196K
5
JNJ icon
Johnson & Johnson
JNJ
+$188K

Top Sells

1
+$2.69M
2
+$488K
3
+$309K
4
PGR icon
Progressive
PGR
+$291K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$257K

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
426
$25.7K 0.01%
163
-10
427
$25.7K 0.01%
454
428
$25.6K 0.01%
211
+15
429
$25.5K 0.01%
1,838
+525
430
$25.4K 0.01%
631
-1,254
431
$25.1K 0.01%
174
-3
432
$25.1K 0.01%
495
433
$24.8K 0.01%
249
434
$24.6K 0.01%
131
435
$24.6K 0.01%
109
436
$24.4K 0.01%
430
+71
437
$24.3K 0.01%
92
438
$24.2K 0.01%
636
+122
439
$23.8K 0.01%
44
-3
440
$23.4K 0.01%
775
-261
441
$23.4K 0.01%
830
+82
442
$23.3K 0.01%
201
-47
443
$23.2K 0.01%
353
444
$23.2K 0.01%
344
445
$23.1K 0.01%
746
446
$22.8K 0.01%
242
+70
447
$22.2K 0.01%
824
-136
448
$22.1K 0.01%
314
449
$22.1K 0.01%
250
450
$22.1K 0.01%
685
+675
16 17
18
19 20