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
476
$3K ﹤0.01%
+21
477
$3K ﹤0.01%
+31
478
$3K ﹤0.01%
+258
479
$3K ﹤0.01%
+61
480
$3K ﹤0.01%
+8
481
$3K ﹤0.01%
+72
482
$3K ﹤0.01%
+60
483
$3K ﹤0.01%
302
484
$3K ﹤0.01%
15
485
$3K ﹤0.01%
+150
486
$3K ﹤0.01%
+28
487
$3K ﹤0.01%
+49
488
$3K ﹤0.01%
+83
489
$2K ﹤0.01%
+17
490
$2K ﹤0.01%
26
-7
491
$2K ﹤0.01%
+73
492
$2K ﹤0.01%
24
-14
493
$2K ﹤0.01%
22
494
$2K ﹤0.01%
+79
495
$2K ﹤0.01%
+18
496
$2K ﹤0.01%
+14
497
$2K ﹤0.01%
+18
498
$2K ﹤0.01%
+100
499
$2K ﹤0.01%
28
500
$2K ﹤0.01%
+60
18 19
20
21 22