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JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$795K
2
+$659K
3
+$538K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$446K
5
AMZN icon
Amazon
AMZN
+$361K

Top Sells

1
+$15.4M
2
+$1.84M
3
+$128K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$121K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$90.3K

Sector Composition

1 Technology 4.13%
2 Financials 3.61%
3 Healthcare 1.86%
4 Communication Services 1.85%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K 0.01%
43
+30
452
$11K 0.01%
61
+14
453
$11K 0.01%
+510
454
$11K 0.01%
+49
455
$11K 0.01%
170
+110
456
$11K 0.01%
87
+77
457
$11K 0.01%
39
+34
458
$11K 0.01%
127
+120
459
$11K 0.01%
194
+89
460
$11K 0.01%
100
+61
461
$11K 0.01%
142
+102
462
$11K 0.01%
47
+37
463
$11K 0.01%
179
+109
464
$11K 0.01%
582
+397
465
$11K 0.01%
106
+59
466
$11K 0.01%
400
+146
467
$11K 0.01%
87
468
$11K 0.01%
131
469
$10K ﹤0.01%
184
-398
470
$10K ﹤0.01%
+1,932
471
$10K ﹤0.01%
+38
472
$10K ﹤0.01%
1,790
+1,377
473
$10K ﹤0.01%
330
+79
474
$10K ﹤0.01%
+527
475
$10K ﹤0.01%
258
+78
17 18
19
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