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JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$795K
2
+$659K
3
+$538K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$446K
5
AMZN icon
Amazon
AMZN
+$361K

Top Sells

1
+$15.4M
2
+$1.84M
3
+$128K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$121K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$90.3K

Sector Composition

1 Technology 4.13%
2 Financials 3.61%
3 Healthcare 1.86%
4 Communication Services 1.85%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
+30
752
$1K ﹤0.01%
+386
753
$1K ﹤0.01%
32
754
$1K ﹤0.01%
23
755
$1K ﹤0.01%
+20
756
$1K ﹤0.01%
+14
757
$1K ﹤0.01%
+70
758
$1K ﹤0.01%
13
759
$1K ﹤0.01%
+14
760
$1K ﹤0.01%
10
761
$1K ﹤0.01%
+28
762
$1K ﹤0.01%
+4
763
$1K ﹤0.01%
+4
764
$1K ﹤0.01%
17
765
$1K ﹤0.01%
35
766
$1K ﹤0.01%
+5
767
$1K ﹤0.01%
+11
768
$1K ﹤0.01%
+6
769
$1K ﹤0.01%
+6
770
$1K ﹤0.01%
+4
771
$1K ﹤0.01%
11
772
$1K ﹤0.01%
+10
773
$1K ﹤0.01%
+16
774
$1K ﹤0.01%
4
775
$1K ﹤0.01%
+31
29 30
31
32 33