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
451
$21.9K 0.01%
149
-90
452
$21.3K 0.01%
1,285
453
$20.9K 0.01%
1,092
+204
454
$20.8K 0.01%
52
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455
$20.8K 0.01%
467
456
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142
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457
$20.7K 0.01%
419
458
$20.6K 0.01%
182
459
$20.5K 0.01%
559
460
$20.4K 0.01%
148
461
$20.2K 0.01%
300
+92
462
$20.2K 0.01%
133
463
$20.2K 0.01%
322
464
$20K 0.01%
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465
$19.7K 0.01%
61
466
$19.6K 0.01%
102
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467
$19.5K 0.01%
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$19.2K 0.01%
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222
470
$18.9K 0.01%
651
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$18.8K 0.01%
570
472
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111
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473
$18.6K 0.01%
144
-14
474
$18.4K 0.01%
103
475
$18.2K 0.01%
250
17 18
19
20 21