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
626
$7K ﹤0.01%
227
-270
627
$7K ﹤0.01%
547
+152
628
$7K ﹤0.01%
58
+4
629
$7K ﹤0.01%
96
630
$7K ﹤0.01%
146
+68
631
$7K ﹤0.01%
+50
632
$7K ﹤0.01%
50
+1
633
$7K ﹤0.01%
188
+140
634
$7K ﹤0.01%
107
+7
635
$7K ﹤0.01%
+46
636
$7K ﹤0.01%
+25
637
$7K ﹤0.01%
42
638
$7K ﹤0.01%
136
639
$7K ﹤0.01%
+75
640
$7K ﹤0.01%
621
641
$7K ﹤0.01%
107
-55
642
$7K ﹤0.01%
219
643
$7K ﹤0.01%
30
+7
644
$7K ﹤0.01%
164
+133
645
$7K ﹤0.01%
+429
646
$7K ﹤0.01%
167
647
$6K ﹤0.01%
35
+2
648
$6K ﹤0.01%
102
649
$6K ﹤0.01%
33
-26
650
$6K ﹤0.01%
286
+37
24 25
26
27 28