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
576
$9K ﹤0.01%
224
-189
577
$9K ﹤0.01%
227
-50
578
$9K ﹤0.01%
136
-130
579
$9K ﹤0.01%
63
+18
580
$9K ﹤0.01%
52
581
$9K ﹤0.01%
845
+28
582
$9K ﹤0.01%
200
+138
583
$9K ﹤0.01%
215
+62
584
$9K ﹤0.01%
+155
585
$9K ﹤0.01%
101
+54
586
$9K ﹤0.01%
81
+3
587
$9K ﹤0.01%
283
588
$9K ﹤0.01%
316
+36
589
$9K ﹤0.01%
118
+88
590
$9K ﹤0.01%
205
+90
591
$9K ﹤0.01%
97
+32
592
$9K ﹤0.01%
+200
593
$9K ﹤0.01%
154
+12
594
$9K ﹤0.01%
290
-297
595
$9K ﹤0.01%
20
596
$9K ﹤0.01%
250
+200
597
$9K ﹤0.01%
+73
598
$9K ﹤0.01%
235
+101
599
$9K ﹤0.01%
135
600
$9K ﹤0.01%
180
+12
22 23
24
25 26