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
51
$523K 0.14%
30,372
+2,352
52
$521K 0.14%
1,084
+214
53
$521K 0.14%
3,309
-165
54
$517K 0.14%
12,452
+282
55
$512K 0.14%
18,543
+310
56
$505K 0.14%
1,032
+154
57
$494K 0.14%
4,271
+173
58
$486K 0.13%
12,890
+1,159
59
$484K 0.13%
2,690
-164
60
$463K 0.13%
50,707
+14,123
61
$462K 0.13%
3,884
-9
62
$456K 0.13%
5,630
+104
63
$449K 0.12%
190,322
+82,932
64
$439K 0.12%
11,972
-1,553
65
$401K 0.11%
5,208
+525
66
$391K 0.11%
49,080
+1,601
67
$388K 0.11%
12,805
+1,393
68
$387K 0.11%
22,078
-559
69
$387K 0.11%
13,466
+971
70
$384K 0.11%
712
-25
71
$381K 0.1%
3,328
+1,439
72
$379K 0.1%
2,046
+52
73
$372K 0.1%
1,421
+10
74
$370K 0.1%
1,576
+73
75
$366K 0.1%
781
-173
1 2
3
4 5