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
$283M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$711K
3
+$512K
4
AAPL icon
Apple
AAPL
+$420K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$409K

Top Sells

1
+$825K
2
+$342K
3
+$123K
4
T icon
AT&T
T
+$82.5K
5
CL icon
Colgate-Palmolive
CL
+$72.1K

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
951
$1K ﹤0.01%
13
952
$0 ﹤0.01%
4
953
– –
-238
954
$0 ﹤0.01%
+6
955
$0 ﹤0.01%
+5
956
– –
0
957
$0 ﹤0.01%
+3
958
$0 ﹤0.01%
12
959
– –
-231
960
$0 ﹤0.01%
14
-92
961
$0 ﹤0.01%
4
962
$0 ﹤0.01%
+8
963
$0 ﹤0.01%
+4
964
$0 ﹤0.01%
2
965
– –
-17
966
$0 ﹤0.01%
+2
967
$0 ﹤0.01%
+10
968
$0 ﹤0.01%
+8
969
$0 ﹤0.01%
+58
970
$0 ﹤0.01%
+4
971
– –
-17
972
$0 ﹤0.01%
+13
973
$0 ﹤0.01%
+7
974
$0 ﹤0.01%
+2
975
$0 ﹤0.01%
+6
37 38
39
40 41