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
551
$12K ﹤0.01%
140
+118
552
$12K ﹤0.01%
66
+19
553
$11K ﹤0.01%
281
-45
554
$11K ﹤0.01%
57
+6
555
$11K ﹤0.01%
2,010
+586
556
$11K ﹤0.01%
114
-18
557
$11K ﹤0.01%
293
+44
558
$11K ﹤0.01%
447
+383
559
$11K ﹤0.01%
25
+2
560
$11K ﹤0.01%
56
561
$11K ﹤0.01%
91
+13
562
$11K ﹤0.01%
85
-13
563
$11K ﹤0.01%
63
564
$10K ﹤0.01%
963
+899
565
$10K ﹤0.01%
81
+18
566
$10K ﹤0.01%
48
567
$10K ﹤0.01%
+200
568
$10K ﹤0.01%
393
+314
569
$10K ﹤0.01%
161
+47
570
$10K ﹤0.01%
+76
571
$10K ﹤0.01%
341
+14
572
$10K ﹤0.01%
+162
573
$10K ﹤0.01%
677
-52
574
$10K ﹤0.01%
291
+212
575
$10K ﹤0.01%
332
21 22
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