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
551
$11.2K ﹤0.01%
99
552
$11.1K ﹤0.01%
358
-97
553
$11.1K ﹤0.01%
56
554
$11K ﹤0.01%
258
555
$11K ﹤0.01%
56
-21
556
$10.9K ﹤0.01%
156
-839
557
$10.9K ﹤0.01%
44
558
$10.9K ﹤0.01%
+721
559
$10.9K ﹤0.01%
35
560
$10.8K ﹤0.01%
67
+30
561
$10.8K ﹤0.01%
706
562
$10.5K ﹤0.01%
455
563
$10.3K ﹤0.01%
304
-101
564
$10.3K ﹤0.01%
54
-1
565
$10.2K ﹤0.01%
50
566
$10.1K ﹤0.01%
290
567
$10.1K ﹤0.01%
300
568
$10.1K ﹤0.01%
58
-20
569
$10K ﹤0.01%
190
570
$10K ﹤0.01%
24
571
$9.98K ﹤0.01%
156
572
$9.9K ﹤0.01%
272
+48
573
$9.85K ﹤0.01%
104
574
$9.77K ﹤0.01%
68
575
$9.71K ﹤0.01%
89
-142
21 22
23
24 25