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

Top Buys

1
+$3.35M
2
+$643K
3
+$215K
4
WIT icon
Wipro
WIT
+$196K
5
JNJ icon
Johnson & Johnson
JNJ
+$188K

Top Sells

1
+$2.69M
2
+$488K
3
+$309K
4
PGR icon
Progressive
PGR
+$291K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$257K

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
676
$4.38K ﹤0.01%
52
-35
677
$4.35K ﹤0.01%
163
678
$4.32K ﹤0.01%
42
679
$4.22K ﹤0.01%
23
680
$4.18K ﹤0.01%
1,028
681
$4.18K ﹤0.01%
179
-834
682
$4.09K ﹤0.01%
59
+2
683
$4.06K ﹤0.01%
75
684
$4.06K ﹤0.01%
+37
685
$3.99K ﹤0.01%
417
686
$3.94K ﹤0.01%
3
687
$3.92K ﹤0.01%
44
688
$3.88K ﹤0.01%
88
+63
689
$3.88K ﹤0.01%
38
690
$3.87K ﹤0.01%
27
691
$3.83K ﹤0.01%
+325
692
$3.76K ﹤0.01%
119
+4
693
$3.74K ﹤0.01%
27
694
$3.7K ﹤0.01%
262
695
$3.69K ﹤0.01%
129
696
$3.66K ﹤0.01%
82
697
$3.65K ﹤0.01%
107
698
$3.56K ﹤0.01%
21
699
$3.55K ﹤0.01%
73
-310
700
$3.54K ﹤0.01%
282
-212
26 27
28
29 30