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
76
$251K 0.09%
3,797
+459
77
$249K 0.09%
3,189
+80
78
$248K 0.09%
2,907
79
$247K 0.09%
2,609
+33
80
$244K 0.09%
14,076
+810
81
$238K 0.08%
3,208
+2,565
82
$238K 0.08%
1,040
+115
83
$236K 0.08%
1,744
+331
84
$236K 0.08%
53,530
+10,254
85
$226K 0.08%
1,501
-24
86
$225K 0.08%
577
+18
87
$222K 0.08%
756
+170
88
$218K 0.08%
4,698
+2,283
89
$213K 0.08%
4,058
+38
90
$212K 0.08%
2,582
91
$209K 0.07%
9,182
+5,079
92
$201K 0.07%
3,610
+582
93
$200K 0.07%
672
+64
94
$198K 0.07%
3,542
+281
95
$194K 0.07%
3,123
+8
96
$194K 0.07%
4,183
+135
97
$184K 0.07%
836
+1
98
$184K 0.07%
2,448
+223
99
$182K 0.06%
2,780
100
$181K 0.06%
6,638
2 3
4
5 6