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
$363M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$615K
3
+$208K
4
WIT icon
Wipro
WIT
+$193K
5
JNJ icon
Johnson & Johnson
JNJ
+$183K

Top Sells

1
+$2.65M
2
+$483K
3
+$295K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$292K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$254K

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
651
$5.07K ﹤0.01%
100
652
$5.06K ﹤0.01%
165
653
$5K ﹤0.01%
75
-114
654
$4.98K ﹤0.01%
41
-10
655
$4.97K ﹤0.01%
76
-80
656
$4.92K ﹤0.01%
29
657
$4.92K ﹤0.01%
+65
658
$4.91K ﹤0.01%
47
659
$4.84K ﹤0.01%
105
660
$4.78K ﹤0.01%
21
+1
661
$4.74K ﹤0.01%
274
+146
662
$4.73K ﹤0.01%
265
663
$4.71K ﹤0.01%
120
664
$4.7K ﹤0.01%
225
665
$4.58K ﹤0.01%
40
666
$4.53K ﹤0.01%
25
+4
667
$4.47K ﹤0.01%
547
668
$4.45K ﹤0.01%
463
+450
669
$4.44K ﹤0.01%
16
670
$4.44K ﹤0.01%
112
671
$4.43K ﹤0.01%
13
672
$4.43K ﹤0.01%
+18
673
$4.43K ﹤0.01%
53
674
$4.42K ﹤0.01%
74
675
$4.42K ﹤0.01%
123
25 26
27
28 29