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
926
$408 ﹤0.01%
6
927
$390 ﹤0.01%
99
928
$389 ﹤0.01%
100
929
$385 ﹤0.01%
3
930
$385 ﹤0.01%
2
931
$376 ﹤0.01%
3
932
$375 ﹤0.01%
1
933
$365 ﹤0.01%
212
934
$332 ﹤0.01%
1
935
$319 ﹤0.01%
24
936
$315 ﹤0.01%
5
937
$311 ﹤0.01%
3
938
$308 ﹤0.01%
4
939
$304 ﹤0.01%
4
940
$303 ﹤0.01%
9
941
$298 ﹤0.01%
+8
942
$288 ﹤0.01%
58
943
$284 ﹤0.01%
8
944
$283 ﹤0.01%
15
945
$282 ﹤0.01%
12
946
$269 ﹤0.01%
8
947
$265 ﹤0.01%
10
948
$261 ﹤0.01%
26
949
$260 ﹤0.01%
56
950
$241 ﹤0.01%
7
36 37
38
39 40