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
901
$540 ﹤0.01%
25
902
$540 ﹤0.01%
15
-14
903
$529 ﹤0.01%
10
904
$526 ﹤0.01%
12
905
$488 ﹤0.01%
20
906
$486 ﹤0.01%
2
907
$484 ﹤0.01%
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908
$482 ﹤0.01%
8
909
$480 ﹤0.01%
+7
910
$477 ﹤0.01%
100
911
$475 ﹤0.01%
11
912
$471 ﹤0.01%
2
913
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914
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22
915
$457 ﹤0.01%
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916
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2
+1
917
$445 ﹤0.01%
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918
$442 ﹤0.01%
3
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$438 ﹤0.01%
7
920
$429 ﹤0.01%
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921
$421 ﹤0.01%
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922
$419 ﹤0.01%
+7
923
$418 ﹤0.01%
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924
$417 ﹤0.01%
3
925
$410 ﹤0.01%
8
-139
35 36
37
38 39