JWM
Janiczek Wealth Management Portfolio holdings
AUM
$477M
1-Year Return
15.17%
This Quarter Return
+12.56%
1 Year Return
+15.17%
3 Year Return
+16.41%
5 Year Return
+58.53%
10 Year Return
–
AUM
$205M
AUM Growth
+$20.4M
(+11%)
Cap. Flow
-$811K
Cap. Flow
% of AUM
-0.4%
Top 10 Holdings %
Top 10 Hldgs %
71.53%
Holding
820
New
162
Increased
455
Reduced
40
Closed
20
Top Buys
| 1 |
Apple
AAPL
|
+$877K |
| 2 |
Microsoft
MSFT
|
+$682K |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$601K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$465K |
| 5 |
Amazon
AMZN
|
+$368K |
Top Sells
Sector Composition
| 1 | Technology | 4.13% |
| 2 | Financials | 3.61% |
| 3 | Healthcare | 1.86% |
| 4 | Communication Services | 1.85% |
| 5 | Industrials | 1.59% |
