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
901
$1K ﹤0.01%
+14
902
$1K ﹤0.01%
7
903
$1K ﹤0.01%
3
904
$1K ﹤0.01%
18
-35
905
$1K ﹤0.01%
13
906
$1K ﹤0.01%
6
+2
907
$1K ﹤0.01%
+22
908
$1K ﹤0.01%
38
+9
909
$1K ﹤0.01%
43
910
$1K ﹤0.01%
17
911
$1K ﹤0.01%
20
912
$1K ﹤0.01%
+3
913
$1K ﹤0.01%
48
+1
914
$1K ﹤0.01%
20
915
$1K ﹤0.01%
35
-15
916
$1K ﹤0.01%
32
917
$1K ﹤0.01%
17
918
$1K ﹤0.01%
19
919
$1K ﹤0.01%
+2
920
$1K ﹤0.01%
+50
921
$1K ﹤0.01%
5
-5
922
$1K ﹤0.01%
21
923
$1K ﹤0.01%
18
924
$1K ﹤0.01%
+3
925
$1K ﹤0.01%
2
35 36
37
38 39