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
726
$2.93K ﹤0.01%
39
727
$2.88K ﹤0.01%
+82
728
$2.84K ﹤0.01%
169
-86
729
$2.82K ﹤0.01%
70
730
$2.77K ﹤0.01%
117
731
$2.77K ﹤0.01%
48
-20
732
$2.75K ﹤0.01%
132
733
$2.73K ﹤0.01%
75
+20
734
$2.73K ﹤0.01%
+7
735
$2.7K ﹤0.01%
126
736
$2.7K ﹤0.01%
12
-69
737
$2.69K ﹤0.01%
37
738
$2.63K ﹤0.01%
4
739
$2.62K ﹤0.01%
127
740
$2.61K ﹤0.01%
+23
741
$2.6K ﹤0.01%
29
742
$2.58K ﹤0.01%
24
743
$2.57K ﹤0.01%
85
-80
744
$2.56K ﹤0.01%
+49
745
$2.55K ﹤0.01%
30
746
$2.54K ﹤0.01%
40
-24
747
$2.52K ﹤0.01%
10
748
$2.52K ﹤0.01%
76
749
$2.48K ﹤0.01%
44
-83
750
$2.47K ﹤0.01%
45
28 29
30
31 32