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
451
$3K ﹤0.01%
+10
452
$3K ﹤0.01%
+27
453
$3K ﹤0.01%
+28
454
$3K ﹤0.01%
+16
455
$3K ﹤0.01%
+71
456
$3K ﹤0.01%
49
+43
457
$3K ﹤0.01%
+70
458
$3K ﹤0.01%
+100
459
$3K ﹤0.01%
+55
460
$3K ﹤0.01%
62
+23
461
$3K ﹤0.01%
+47
462
$3K ﹤0.01%
+20
463
$3K ﹤0.01%
+77
464
$3K ﹤0.01%
+59
465
$3K ﹤0.01%
+106
466
$3K ﹤0.01%
15
-30
467
$3K ﹤0.01%
+57
468
$3K ﹤0.01%
39
-26
469
$3K ﹤0.01%
6
470
$3K ﹤0.01%
+13
471
$3K ﹤0.01%
+53
472
$3K ﹤0.01%
+5
473
$3K ﹤0.01%
68
+24
474
$3K ﹤0.01%
+15
475
$3K ﹤0.01%
+36
17 18
19
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