JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$3.39M
2
+$615K
3
+$208K
4
WIT icon
Wipro
WIT
+$193K
5
JNJ icon
Johnson & Johnson
JNJ
+$183K

Top Sells

1
+$2.65M
2
+$483K
3
+$295K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$292K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$254K

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
601
$8.12K ﹤0.01%
55
602
$8.11K ﹤0.01%
93
603
$8.03K ﹤0.01%
336
+281
604
$7.9K ﹤0.01%
54
-9
605
$7.83K ﹤0.01%
414
606
$7.8K ﹤0.01%
249
607
$7.75K ﹤0.01%
17
-5
608
$7.73K ﹤0.01%
436
609
$7.72K ﹤0.01%
39
-9
610
$7.64K ﹤0.01%
103
611
$7.57K ﹤0.01%
426
612
$7.56K ﹤0.01%
70
613
$7.54K ﹤0.01%
30
614
$7.51K ﹤0.01%
281
615
$7.46K ﹤0.01%
295
-215
616
$7.43K ﹤0.01%
400
617
$7.37K ﹤0.01%
100
618
$7.21K ﹤0.01%
183
619
$7.08K ﹤0.01%
64
-1
620
$7.01K ﹤0.01%
63
621
$7K ﹤0.01%
82
622
$7K ﹤0.01%
140
623
$6.96K ﹤0.01%
221
+81
624
$6.94K ﹤0.01%
442
625
$6.9K ﹤0.01%
74
23 24
25
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