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
501
$14.6K ﹤0.01%
283
502
$14.4K ﹤0.01%
79
503
$14.4K ﹤0.01%
239
+56
504
$14.3K ﹤0.01%
273
505
$14.1K ﹤0.01%
163
-249
506
$14.1K ﹤0.01%
158
507
$13.9K ﹤0.01%
127
+32
508
$13.9K ﹤0.01%
355
509
$13.9K ﹤0.01%
131
510
$13.6K ﹤0.01%
211
-4
511
$13.5K ﹤0.01%
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512
$13.5K ﹤0.01%
393
513
$13.5K ﹤0.01%
302
514
$13.5K ﹤0.01%
96
-1
515
$13.5K ﹤0.01%
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$13.5K ﹤0.01%
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$13.5K ﹤0.01%
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-3
518
$13.4K ﹤0.01%
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519
$13.4K ﹤0.01%
361
-8
520
$13.4K ﹤0.01%
400
521
$13.3K ﹤0.01%
41
522
$13.3K ﹤0.01%
59
523
$13.3K ﹤0.01%
223
-515
524
$13.3K ﹤0.01%
271
525
$13.2K ﹤0.01%
230
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