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
701
$3.53K ﹤0.01%
113
+95
702
$3.53K ﹤0.01%
15
703
$3.52K ﹤0.01%
109
704
$3.44K ﹤0.01%
112
705
$3.42K ﹤0.01%
58
-13
706
$3.41K ﹤0.01%
42
707
$3.41K ﹤0.01%
31
708
$3.39K ﹤0.01%
184
709
$3.35K ﹤0.01%
349
710
$3.35K ﹤0.01%
813
711
$3.29K ﹤0.01%
43
712
$3.27K ﹤0.01%
56
713
$3.26K ﹤0.01%
285
-189
714
$3.22K ﹤0.01%
8
715
$3.21K ﹤0.01%
18
716
$3.16K ﹤0.01%
760
717
$3.16K ﹤0.01%
37
718
$3.1K ﹤0.01%
+71
719
$3.09K ﹤0.01%
50
720
$3.09K ﹤0.01%
27
721
$3.07K ﹤0.01%
+189
722
$3.05K ﹤0.01%
36
+35
723
$3.05K ﹤0.01%
44
724
$3.04K ﹤0.01%
55
725
$2.97K ﹤0.01%
35
27 28
29
30 31