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
451
$21K 0.01%
970
+100
452
$21K 0.01%
331
453
$21K 0.01%
642
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454
$21K 0.01%
400
455
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459
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456
$20K 0.01%
251
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457
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44
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458
$20K 0.01%
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459
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1,263
460
$20K 0.01%
128
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461
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462
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193
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463
$20K 0.01%
676
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464
$20K 0.01%
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465
$19K 0.01%
645
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466
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63
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467
$19K 0.01%
254
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468
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$19K 0.01%
110
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470
$19K 0.01%
1,422
471
$19K 0.01%
265
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$18K 0.01%
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473
$18K 0.01%
500
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474
$18K 0.01%
158
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475
$18K 0.01%
443
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