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

Top Buys

1
+$813K
2
+$711K
3
+$512K
4
AAPL icon
Apple
AAPL
+$420K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$409K

Top Sells

1
+$825K
2
+$342K
3
+$123K
4
T icon
AT&T
T
+$82.5K
5
CL icon
Colgate-Palmolive
CL
+$72.1K

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%
39
-89
777
$3K ﹤0.01%
11
+2
778
$3K ﹤0.01%
11
779
$3K ﹤0.01%
+50
780
$3K ﹤0.01%
88
+3
781
$3K ﹤0.01%
20
782
$3K ﹤0.01%
31
+22
783
$3K ﹤0.01%
400
784
$3K ﹤0.01%
35
785
$3K ﹤0.01%
9
+5
786
$3K ﹤0.01%
63
787
$3K ﹤0.01%
82
788
$3K ﹤0.01%
105
789
$2K ﹤0.01%
+100
790
$2K ﹤0.01%
6
791
$2K ﹤0.01%
23
792
$2K ﹤0.01%
55
793
$2K ﹤0.01%
8
794
$2K ﹤0.01%
146
795
$2K ﹤0.01%
13
+4
796
$2K ﹤0.01%
+1
797
$2K ﹤0.01%
+120
798
$2K ﹤0.01%
16
+4
799
$2K ﹤0.01%
5
800
$2K ﹤0.01%
7
+1
30 31
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