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
51
$375K 0.13%
696
+149
52
$374K 0.13%
18,889
53
$370K 0.13%
1,880
+618
54
$367K 0.13%
10,329
55
$364K 0.13%
1,636
+65
56
$363K 0.13%
631
+139
57
$344K 0.12%
10,663
58
$338K 0.12%
1,239
+113
59
$325K 0.11%
6,100
+1,004
60
$314K 0.11%
2,654
+1,172
61
$296K 0.1%
13,286
+1,995
62
$290K 0.1%
1,977
-35
63
$290K 0.1%
3,419
+1,164
64
$285K 0.1%
1,605
+339
65
$284K 0.1%
631
+34
66
$283K 0.1%
12,603
67
$278K 0.1%
1,077
+474
68
$270K 0.1%
6,099
+2,566
69
$262K 0.09%
1,311
-47
70
$260K 0.09%
960
+192
71
$260K 0.09%
1,534
+239
72
$259K 0.09%
348
+58
73
$258K 0.09%
33,220
+19,490
74
$253K 0.09%
5,264
+366
75
$251K 0.09%
931
+259
1 2
3
4 5