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
826
$2K ﹤0.01%
41
827
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37
-21
828
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100
829
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26
830
$2K ﹤0.01%
70
831
$2K ﹤0.01%
+50
832
$2K ﹤0.01%
17
833
$2K ﹤0.01%
+59
834
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+18
835
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10
836
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6
837
$2K ﹤0.01%
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838
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839
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13
+3
840
$2K ﹤0.01%
4
+2
841
$2K ﹤0.01%
5
-15
842
$2K ﹤0.01%
120
-440
843
$2K ﹤0.01%
+149
844
$2K ﹤0.01%
34
845
$2K ﹤0.01%
+11
846
$2K ﹤0.01%
+250
847
$2K ﹤0.01%
8
848
$1K ﹤0.01%
15
-18
849
$1K ﹤0.01%
26
-7
850
$1K ﹤0.01%
+10
32 33
34
35 36