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
801
$2K ﹤0.01%
24
802
$2K ﹤0.01%
6
+1
803
$2K ﹤0.01%
40
+24
804
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+73
805
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6
806
$2K ﹤0.01%
47
807
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120
808
$2K ﹤0.01%
21
809
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+44
810
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1,000
811
$2K ﹤0.01%
53
812
$2K ﹤0.01%
+50
813
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97
+15
814
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32
815
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36
816
$2K ﹤0.01%
24
+19
817
$2K ﹤0.01%
21
+9
818
$2K ﹤0.01%
+17
819
$2K ﹤0.01%
8
820
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94
-79
821
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30
822
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60
823
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25
824
$2K ﹤0.01%
17
825
$2K ﹤0.01%
15
31 32
33
34 35