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JWM

Janiczek Wealth Management Portfolio holdings

AUM $477M
1-Year Est. Return 15.17%
This Fund
S&P 500
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
+$816K
2
+$712K
3
+$526K
4
AAPL icon
Apple
AAPL
+$437K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$413K

Top Sells

1
+$850K
2
+$344K
3
+$123K
4
T icon
AT&T
T
+$84.8K
5
CL icon
Colgate-Palmolive
CL
+$75.9K

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
851
$1K ﹤0.01%
+10
852
$1K ﹤0.01%
7
-37
853
$1K ﹤0.01%
18
854
$1K ﹤0.01%
+4
855
$1K ﹤0.01%
40
+8
856
$1K ﹤0.01%
22
857
$1K ﹤0.01%
17
858
$1K ﹤0.01%
11
859
$1K ﹤0.01%
8
860
$1K ﹤0.01%
33
861
$1K ﹤0.01%
264
862
$1K ﹤0.01%
+14
863
$1K ﹤0.01%
18
864
$1K ﹤0.01%
12
865
$1K ﹤0.01%
17
866
$1K ﹤0.01%
19
867
$1K ﹤0.01%
22
868
$1K ﹤0.01%
+8
869
$1K ﹤0.01%
7
870
$1K ﹤0.01%
3
871
$1K ﹤0.01%
18
-35
872
$1K ﹤0.01%
13
873
$1K ﹤0.01%
6
+2
874
$1K ﹤0.01%
+22
875
$1K ﹤0.01%
8
33 34
35
36 37