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
$283M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$816K
2
+$712K
3
+$526K
4
AAPL icon
Apple
AAPL
+$437K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$413K

Top Sells

1
+$850K
2
+$344K
3
+$123K
4
T icon
AT&T
T
+$84.8K
5
CL icon
Colgate-Palmolive
CL
+$75.9K

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
651
$6K ﹤0.01%
4
652
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155
+19
653
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35
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655
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286
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664
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50
665
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40
666
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667
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668
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669
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178
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670
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55
671
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108
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672
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66
673
$6K ﹤0.01%
+12
674
$6K ﹤0.01%
772
675
$6K ﹤0.01%
133
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25 26
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