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
726
$4K ﹤0.01%
121
727
$4K ﹤0.01%
27
+11
728
$4K ﹤0.01%
81
729
$4K ﹤0.01%
292
+54
730
$4K ﹤0.01%
58
+23
731
$4K ﹤0.01%
47
732
$4K ﹤0.01%
32
+15
733
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8
+2
734
$4K ﹤0.01%
23
735
$4K ﹤0.01%
269
-219
736
$4K ﹤0.01%
35
+19
737
$4K ﹤0.01%
36
-8
738
$4K ﹤0.01%
125
739
$4K ﹤0.01%
18
-10
740
$4K ﹤0.01%
+27
741
$4K ﹤0.01%
+66
742
$4K ﹤0.01%
20
743
$4K ﹤0.01%
14
-17
744
$4K ﹤0.01%
+81
745
$4K ﹤0.01%
18
+3
746
$4K ﹤0.01%
159
747
$4K ﹤0.01%
+105
748
$4K ﹤0.01%
230
+33
749
$4K ﹤0.01%
+521
750
$4K ﹤0.01%
243
28 29
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