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
801
$1.45K ﹤0.01%
53
802
$1.44K ﹤0.01%
27
803
$1.41K ﹤0.01%
9
804
$1.4K ﹤0.01%
44
805
$1.39K ﹤0.01%
21
806
$1.39K ﹤0.01%
27
-3
807
$1.37K ﹤0.01%
4
808
$1.37K ﹤0.01%
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809
$1.36K ﹤0.01%
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-3
810
$1.36K ﹤0.01%
+73
811
$1.35K ﹤0.01%
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812
$1.34K ﹤0.01%
20
813
$1.33K ﹤0.01%
53
814
$1.32K ﹤0.01%
1,000
815
$1.31K ﹤0.01%
+11
816
$1.3K ﹤0.01%
38
817
$1.3K ﹤0.01%
42
818
$1.29K ﹤0.01%
61
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819
$1.28K ﹤0.01%
10
820
$1.28K ﹤0.01%
69
+6
821
$1.26K ﹤0.01%
46
822
$1.26K ﹤0.01%
26
823
$1.25K ﹤0.01%
8
-262
824
$1.24K ﹤0.01%
38
825
$1.23K ﹤0.01%
33
31 32
33
34 35