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

Top Buys

1
+$382K
2
+$323K
3
+$228K
4
MMM icon
3M
MMM
+$203K
5
AMZN icon
Amazon
AMZN
+$180K

Top Sells

1
+$1.47M
2
+$1.47M
3
+$1.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$774K
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$744K

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
526
$2K ﹤0.01%
18
527
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+41
528
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9
-5
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+8
530
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20
531
$2K ﹤0.01%
400
532
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+206
533
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+43
534
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+12
535
$2K ﹤0.01%
+341
536
$2K ﹤0.01%
+30
537
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538
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6
-6
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540
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+2
541
$1K ﹤0.01%
64
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542
$1K ﹤0.01%
+146
543
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20
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+30
546
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2
-4
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$1K ﹤0.01%
+203
548
$1K ﹤0.01%
+3
549
$1K ﹤0.01%
+17
550
$1K ﹤0.01%
+12
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