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
476
$18K 0.01%
140
477
$18K 0.01%
282
478
$17K 0.01%
25
+3
479
$17K 0.01%
784
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272
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481
$17K 0.01%
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482
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$17K 0.01%
71
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484
$17K 0.01%
+157
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$17K 0.01%
54
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$17K 0.01%
64
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487
$17K 0.01%
109
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488
$17K 0.01%
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$17K 0.01%
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$16K 0.01%
48
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491
$16K 0.01%
289
+15
492
$16K 0.01%
331
493
$16K 0.01%
54
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494
$16K 0.01%
2,772
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495
$16K 0.01%
172
-69
496
$16K 0.01%
875
497
$15K 0.01%
261
498
$15K 0.01%
113
+10
499
$15K 0.01%
24
+2
500
$15K 0.01%
313
+16
18 19
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