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
$185M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$321K
3
+$215K
4
MMM icon
3M
MMM
+$203K
5
AMZN icon
Amazon
AMZN
+$180K

Top Sells

1
+$1.47M
2
+$1.45M
3
+$1.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$778K
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$729K

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%
+27
477
$3K ﹤0.01%
+28
478
$3K ﹤0.01%
+16
479
$3K ﹤0.01%
+71
480
$3K ﹤0.01%
49
+43
481
$3K ﹤0.01%
+70
482
$3K ﹤0.01%
+100
483
$3K ﹤0.01%
+55
484
$3K ﹤0.01%
62
+23
485
$3K ﹤0.01%
+47
486
$3K ﹤0.01%
+20
487
$3K ﹤0.01%
+77
488
$3K ﹤0.01%
+59
489
$2K ﹤0.01%
+73
490
$2K ﹤0.01%
40
491
$2K ﹤0.01%
400
492
$2K ﹤0.01%
+206
493
$2K ﹤0.01%
28
494
$2K ﹤0.01%
6
-4
495
$2K ﹤0.01%
40
496
$2K ﹤0.01%
+84
497
$2K ﹤0.01%
26
498
$2K ﹤0.01%
+17
499
$2K ﹤0.01%
26
-7
500
$2K ﹤0.01%
24
-14
18 19
20
21 22