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
626
$6.75K ﹤0.01%
91
627
$6.44K ﹤0.01%
49
628
$6.43K ﹤0.01%
330
629
$6.37K ﹤0.01%
45
630
$6.11K ﹤0.01%
90
631
$6.03K ﹤0.01%
12
632
$6.02K ﹤0.01%
100
633
$6K ﹤0.01%
223
634
$5.88K ﹤0.01%
215
635
$5.88K ﹤0.01%
72
-27
636
$5.84K ﹤0.01%
22
637
$5.83K ﹤0.01%
90
-44
638
$5.76K ﹤0.01%
150
639
$5.66K ﹤0.01%
16
640
$5.64K ﹤0.01%
450
641
$5.56K ﹤0.01%
71
-3
642
$5.51K ﹤0.01%
77
643
$5.5K ﹤0.01%
103
+97
644
$5.43K ﹤0.01%
61
645
$5.36K ﹤0.01%
83
-52
646
$5.26K ﹤0.01%
452
647
$5.22K ﹤0.01%
40
648
$5.17K ﹤0.01%
68
649
$5.13K ﹤0.01%
4
650
$5.13K ﹤0.01%
+64
24 25
26
27 28