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
776
$1.85K ﹤0.01%
6
-1
777
$1.85K ﹤0.01%
8
778
$1.8K ﹤0.01%
244
779
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7
780
$1.78K ﹤0.01%
33
781
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10
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782
$1.78K ﹤0.01%
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783
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55
784
$1.71K ﹤0.01%
+4
785
$1.7K ﹤0.01%
17
786
$1.68K ﹤0.01%
+332
787
$1.67K ﹤0.01%
13
788
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42
-299
789
$1.65K ﹤0.01%
11
+2
790
$1.63K ﹤0.01%
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+1
791
$1.6K ﹤0.01%
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792
$1.59K ﹤0.01%
100
793
$1.57K ﹤0.01%
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794
$1.55K ﹤0.01%
25
-4
795
$1.54K ﹤0.01%
+45
796
$1.52K ﹤0.01%
8
797
$1.52K ﹤0.01%
38
798
$1.5K ﹤0.01%
160
-82
799
$1.46K ﹤0.01%
5
800
$1.45K ﹤0.01%
14
30 31
32
33 34