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
476
$18.2K 0.01%
99
+27
477
$18K 0.01%
212
478
$17.9K ﹤0.01%
282
479
$17.8K ﹤0.01%
307
-58
480
$17.8K ﹤0.01%
258
-31
481
$17.4K ﹤0.01%
154
-12
482
$17.2K ﹤0.01%
373
+91
483
$17.2K ﹤0.01%
99
484
$17K ﹤0.01%
209
-2
485
$16.7K ﹤0.01%
5,012
+2,642
486
$16.6K ﹤0.01%
56
487
$16.1K ﹤0.01%
53
488
$16.1K ﹤0.01%
409
489
$16K ﹤0.01%
1,564
-154
490
$15.8K ﹤0.01%
543
+4
491
$15.7K ﹤0.01%
267
492
$15.2K ﹤0.01%
166
493
$15.2K ﹤0.01%
893
494
$15.1K ﹤0.01%
557
+59
495
$14.9K ﹤0.01%
485
496
$14.9K ﹤0.01%
241
497
$14.9K ﹤0.01%
345
-9
498
$14.9K ﹤0.01%
151
499
$14.8K ﹤0.01%
132
500
$14.8K ﹤0.01%
197
18 19
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