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
826
$1.23K ﹤0.01%
6
827
$1.19K ﹤0.01%
26
-5
828
$1.19K ﹤0.01%
48
+1
829
$1.17K ﹤0.01%
7
830
$1.17K ﹤0.01%
1,000
831
$1.15K ﹤0.01%
8
832
$1.12K ﹤0.01%
18
-336
833
$1.12K ﹤0.01%
19
834
$1.11K ﹤0.01%
29
835
$1.1K ﹤0.01%
6
836
$1.08K ﹤0.01%
16
+3
837
$1.08K ﹤0.01%
19
838
$1.07K ﹤0.01%
4
839
$1.07K ﹤0.01%
7
840
$1.06K ﹤0.01%
2
841
$1.05K ﹤0.01%
51
842
$1.04K ﹤0.01%
39
843
$1.01K ﹤0.01%
+75
844
$999 ﹤0.01%
15
845
$972 ﹤0.01%
22
846
$967 ﹤0.01%
10
847
$963 ﹤0.01%
14
848
$955 ﹤0.01%
17
849
$955 ﹤0.01%
50
850
$938 ﹤0.01%
25
32 33
34
35 36