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
951
$241 ﹤0.01%
+1
952
$239 ﹤0.01%
5
953
$230 ﹤0.01%
100
954
$225 ﹤0.01%
2
955
$211 ﹤0.01%
+5
956
$208 ﹤0.01%
4
957
$197 ﹤0.01%
2
958
$196 ﹤0.01%
10
959
$192 ﹤0.01%
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960
$185 ﹤0.01%
8
-170
961
$178 ﹤0.01%
27
-140
962
$171 ﹤0.01%
3
-23
963
$155 ﹤0.01%
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$154 ﹤0.01%
4
965
$143 ﹤0.01%
5
966
$141 ﹤0.01%
3
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$136 ﹤0.01%
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968
$136 ﹤0.01%
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$125 ﹤0.01%
+4
970
$122 ﹤0.01%
2
971
$114 ﹤0.01%
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-45
972
$111 ﹤0.01%
2
973
$109 ﹤0.01%
1
974
$107 ﹤0.01%
+4
975
$107 ﹤0.01%
16
37 38
39
40 41