JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$3.39M
2
+$615K
3
+$208K
4
WIT icon
Wipro
WIT
+$193K
5
JNJ icon
Johnson & Johnson
JNJ
+$183K

Top Sells

1
+$2.65M
2
+$483K
3
+$295K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$292K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$254K

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
526
$13.2K ﹤0.01%
90
527
$13.2K ﹤0.01%
140
-16
528
$13.1K ﹤0.01%
701
529
$13K ﹤0.01%
111
530
$13K ﹤0.01%
1,263
531
$13K ﹤0.01%
720
532
$12.9K ﹤0.01%
141
+49
533
$12.9K ﹤0.01%
761
534
$12.8K ﹤0.01%
198
535
$12.7K ﹤0.01%
156
536
$12.5K ﹤0.01%
148
537
$12.4K ﹤0.01%
432
+115
538
$12.3K ﹤0.01%
112
-2
539
$12.3K ﹤0.01%
212
540
$12.1K ﹤0.01%
558
541
$12K ﹤0.01%
65
542
$11.9K ﹤0.01%
308
543
$11.9K ﹤0.01%
102
+48
544
$11.7K ﹤0.01%
204
545
$11.5K ﹤0.01%
122
546
$11.5K ﹤0.01%
329
547
$11.5K ﹤0.01%
123
548
$11.4K ﹤0.01%
277
549
$11.4K ﹤0.01%
141
-8
550
$11.3K ﹤0.01%
131
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