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
$283M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$816K
2
+$712K
3
+$526K
4
AAPL icon
Apple
AAPL
+$437K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$413K

Top Sells

1
+$850K
2
+$344K
3
+$123K
4
T icon
AT&T
T
+$84.8K
5
CL icon
Colgate-Palmolive
CL
+$75.9K

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
751
$3K ﹤0.01%
35
+25
752
$3K ﹤0.01%
+123
753
$3K ﹤0.01%
+104
754
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4
755
$3K ﹤0.01%
37
-17
756
$3K ﹤0.01%
50
-94
757
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39
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758
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9
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760
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16
-5
761
$3K ﹤0.01%
+200
762
$3K ﹤0.01%
+759
763
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27
+2
764
$3K ﹤0.01%
4
+1
765
$3K ﹤0.01%
+31
766
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90
-47
767
$3K ﹤0.01%
8
+1
768
$3K ﹤0.01%
25
+14
769
$3K ﹤0.01%
+40
770
$3K ﹤0.01%
+43
771
$3K ﹤0.01%
18
+13
772
$3K ﹤0.01%
14
+3
773
$3K ﹤0.01%
7
+2
774
$3K ﹤0.01%
53
775
$3K ﹤0.01%
51
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29 30
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32 33