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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%
102
652
$6K ﹤0.01%
33
-26
653
$6K ﹤0.01%
286
+37
654
$6K ﹤0.01%
109
+17
655
$6K ﹤0.01%
50
-121
656
$6K ﹤0.01%
111
-2
657
$6K ﹤0.01%
42
-13
658
$6K ﹤0.01%
+102
659
$6K ﹤0.01%
313
-290
660
$6K ﹤0.01%
165
-101
661
$6K ﹤0.01%
50
662
$6K ﹤0.01%
40
663
$6K ﹤0.01%
+196
664
$6K ﹤0.01%
96
+47
665
$6K ﹤0.01%
214
+12
666
$6K ﹤0.01%
178
+106
667
$6K ﹤0.01%
55
668
$6K ﹤0.01%
108
+18
669
$6K ﹤0.01%
4
670
$6K ﹤0.01%
155
+19
671
$6K ﹤0.01%
69
+22
672
$6K ﹤0.01%
+118
673
$6K ﹤0.01%
75
+8
674
$6K ﹤0.01%
66
675
$6K ﹤0.01%
+12
25 26
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