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
676
$6K ﹤0.01%
69
+22
677
$6K ﹤0.01%
+118
678
$6K ﹤0.01%
75
+8
679
$5K ﹤0.01%
634
680
$5K ﹤0.01%
34
+25
681
$5K ﹤0.01%
46
-140
682
$5K ﹤0.01%
59
+10
683
$5K ﹤0.01%
70
+35
684
$5K ﹤0.01%
58
-18
685
$5K ﹤0.01%
163
686
$5K ﹤0.01%
23
+1
687
$5K ﹤0.01%
6
688
$5K ﹤0.01%
82
+22
689
$5K ﹤0.01%
36
+14
690
$5K ﹤0.01%
+30
691
$5K ﹤0.01%
112
692
$5K ﹤0.01%
+70
693
$5K ﹤0.01%
31
-5
694
$5K ﹤0.01%
17
-5
695
$5K ﹤0.01%
+100
696
$5K ﹤0.01%
27
697
$5K ﹤0.01%
70
698
$5K ﹤0.01%
239
+14
699
$5K ﹤0.01%
958
+819
700
$5K ﹤0.01%
78
+6
26 27
28
29 30