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
26
$1.38M 0.38%
3,378
+23
27
$1.36M 0.37%
42,054
-304
28
$1.35M 0.37%
11,297
+467
29
$1.27M 0.35%
67,884
-412
30
$1.21M 0.33%
26,301
-1,273
31
$1.16M 0.32%
10,822
-327
32
$1M 0.28%
6,065
33
$983K 0.27%
5,939
+1,135
34
$980K 0.27%
9,705
+280
35
$972K 0.27%
7,460
+945
36
$906K 0.25%
16,654
37
$896K 0.25%
3,123
+152
38
$875K 0.24%
20,680
+3,730
39
$872K 0.24%
36,276
+620
40
$758K 0.21%
14,656
-743
41
$683K 0.19%
2,876
+262
42
$672K 0.18%
4,910
-175
43
$653K 0.18%
7,406
+488
44
$636K 0.17%
25,814
-3,582
45
$634K 0.17%
2,055
-116
46
$604K 0.17%
26,231
47
$576K 0.16%
11,001
+1,071
48
$573K 0.16%
2,041
+480
49
$535K 0.15%
4,420
+10
50
$534K 0.15%
1,720
+37
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