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
776
$3K ﹤0.01%
90
-47
777
$3K ﹤0.01%
8
+1
778
$3K ﹤0.01%
25
+14
779
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+40
780
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+43
781
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18
+13
782
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14
+3
783
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7
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784
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40
785
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31
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786
$3K ﹤0.01%
400
787
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9
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788
$3K ﹤0.01%
63
789
$2K ﹤0.01%
13
+4
790
$2K ﹤0.01%
7
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791
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792
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36
793
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794
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15
795
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13
+3
796
$2K ﹤0.01%
4
+2
797
$2K ﹤0.01%
+100
798
$2K ﹤0.01%
6
799
$2K ﹤0.01%
25
800
$2K ﹤0.01%
17
30 31
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