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
501
$15K 0.01%
134
-14
502
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332
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503
$15K 0.01%
772
-87
504
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770
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505
$15K 0.01%
406
506
$15K 0.01%
149
+96
507
$15K 0.01%
173
+56
508
$15K 0.01%
85
-6
509
$14K 0.01%
225
-53
510
$14K 0.01%
1,171
+855
511
$14K 0.01%
+539
512
$14K 0.01%
101
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513
$14K 0.01%
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515
$14K 0.01%
297
-28
516
$14K 0.01%
609
-13
517
$14K 0.01%
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+4
518
$14K 0.01%
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519
$14K 0.01%
130
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520
$14K 0.01%
188
521
$14K 0.01%
61
-22
522
$14K 0.01%
500
523
$14K 0.01%
91
524
$13K ﹤0.01%
45
+1
525
$13K ﹤0.01%
262
+195
19 20
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