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
751
$2.43K ﹤0.01%
100
752
$2.42K ﹤0.01%
+42
753
$2.38K ﹤0.01%
+665
754
$2.35K ﹤0.01%
27
755
$2.35K ﹤0.01%
52
-29
756
$2.33K ﹤0.01%
8
757
$2.29K ﹤0.01%
70
758
$2.27K ﹤0.01%
310
759
$2.27K ﹤0.01%
104
760
$2.22K ﹤0.01%
27
761
$2.18K ﹤0.01%
260
762
$2.17K ﹤0.01%
25
763
$2.15K ﹤0.01%
+23
764
$2.15K ﹤0.01%
17
765
$2.13K ﹤0.01%
355
766
$2.09K ﹤0.01%
27
767
$2.08K ﹤0.01%
22
768
$2.06K ﹤0.01%
11
769
$2.01K ﹤0.01%
103
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770
$1.97K ﹤0.01%
23
771
$1.94K ﹤0.01%
49
772
$1.93K ﹤0.01%
57
-189
773
$1.92K ﹤0.01%
53
-54
774
$1.91K ﹤0.01%
30
-31
775
$1.91K ﹤0.01%
944
29 30
31
32 33