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
651
$6K ﹤0.01%
109
+17
652
$6K ﹤0.01%
50
-121
653
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654
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42
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655
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+102
656
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-290
657
$6K ﹤0.01%
165
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658
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50
659
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40
660
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661
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662
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663
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178
+106
664
$6K ﹤0.01%
55
665
$6K ﹤0.01%
108
+18
666
$6K ﹤0.01%
311
-135
667
$6K ﹤0.01%
60
668
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4
669
$6K ﹤0.01%
155
+19
670
$6K ﹤0.01%
66
671
$6K ﹤0.01%
+12
672
$6K ﹤0.01%
100
673
$6K ﹤0.01%
42
-4
674
$6K ﹤0.01%
772
675
$6K ﹤0.01%
133
-30
25 26
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