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
526
$13K ﹤0.01%
749
-66
527
$13K ﹤0.01%
520
+3
528
$13K ﹤0.01%
454
529
$13K ﹤0.01%
200
-13
530
$13K ﹤0.01%
68
+17
531
$13K ﹤0.01%
706
+69
532
$13K ﹤0.01%
171
+119
533
$13K ﹤0.01%
87
534
$13K ﹤0.01%
131
535
$13K ﹤0.01%
426
536
$13K ﹤0.01%
1,232
+152
537
$13K ﹤0.01%
116
538
$13K ﹤0.01%
118
-5
539
$13K ﹤0.01%
25
-25
540
$13K ﹤0.01%
175
+18
541
$13K ﹤0.01%
68
542
$13K ﹤0.01%
35
+5
543
$13K ﹤0.01%
130
+20
544
$13K ﹤0.01%
74
545
$13K ﹤0.01%
500
546
$12K ﹤0.01%
406
+4
547
$12K ﹤0.01%
684
+8
548
$12K ﹤0.01%
133
-82
549
$12K ﹤0.01%
614
+569
550
$12K ﹤0.01%
42
+8
20 21
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