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
$185M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$323K
3
+$228K
4
MMM icon
3M
MMM
+$203K
5
AMZN icon
Amazon
AMZN
+$180K

Top Sells

1
+$1.47M
2
+$1.47M
3
+$1.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$774K
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$744K

Sector Composition

1 Financials 2.73%
2 Technology 1.79%
3 Industrials 1.16%
4 Healthcare 0.98%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
+5
602
$1K ﹤0.01%
+13
603
$1K ﹤0.01%
9
-54
604
$1K ﹤0.01%
51
+15
605
$1K ﹤0.01%
+5
606
$1K ﹤0.01%
+88
607
$1K ﹤0.01%
+7
608
$1K ﹤0.01%
+17
609
$1K ﹤0.01%
3
-21
610
$1K ﹤0.01%
+35
611
$1K ﹤0.01%
10
612
$1K ﹤0.01%
+2
613
$1K ﹤0.01%
+59
614
$1K ﹤0.01%
+32
615
$1K ﹤0.01%
11
616
$1K ﹤0.01%
5
-13
617
$1K ﹤0.01%
+88
618
$1K ﹤0.01%
+13
619
$1K ﹤0.01%
+5
620
$1K ﹤0.01%
+50
621
$1K ﹤0.01%
10
-7
622
$1K ﹤0.01%
+39
623
$1K ﹤0.01%
+4
624
$1K ﹤0.01%
17
-53
625
$1K ﹤0.01%
+132
23 24
25
26 27