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
576
$9.4K ﹤0.01%
944
577
$9.32K ﹤0.01%
140
578
$9.31K ﹤0.01%
70
-10
579
$9.23K ﹤0.01%
53
-35
580
$9.19K ﹤0.01%
60
+45
581
$9.19K ﹤0.01%
25
582
$8.98K ﹤0.01%
110
-28
583
$8.98K ﹤0.01%
90
+4
584
$8.91K ﹤0.01%
101
585
$8.9K ﹤0.01%
181
586
$8.81K ﹤0.01%
167
587
$8.72K ﹤0.01%
61
588
$8.63K ﹤0.01%
243
+88
589
$8.54K ﹤0.01%
89
590
$8.53K ﹤0.01%
290
591
$8.5K ﹤0.01%
150
+136
592
$8.49K ﹤0.01%
74
+10
593
$8.37K ﹤0.01%
50
594
$8.37K ﹤0.01%
197
595
$8.35K ﹤0.01%
63
596
$8.34K ﹤0.01%
425
+127
597
$8.29K ﹤0.01%
198
598
$8.26K ﹤0.01%
194
-92
599
$8.22K ﹤0.01%
20
600
$8.18K ﹤0.01%
38
22 23
24
25 26