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
76
$363K 0.1%
18,889
77
$359K 0.1%
5,507
+276
78
$347K 0.1%
10,378
+1,529
79
$347K 0.1%
11,858
-522
80
$333K 0.09%
3,361
-94
81
$328K 0.09%
861
+60
82
$324K 0.09%
824
+89
83
$323K 0.09%
3,066
+403
84
$322K 0.09%
1,600
+8
85
$310K 0.09%
11,593
+20
86
$303K 0.08%
3,067
-3
87
$302K 0.08%
18,304
+214
88
$299K 0.08%
2,887
-556
89
$295K 0.08%
5,701
-21
90
$294K 0.08%
4,926
+1,182
91
$293K 0.08%
4,582
+647
92
$291K 0.08%
4,813
-2,223
93
$291K 0.08%
19,034
+990
94
$286K 0.08%
624
-13
95
$283K 0.08%
12,663
96
$281K 0.08%
2,884
97
$281K 0.08%
2,721
+76
98
$278K 0.08%
7,478
-3,142
99
$275K 0.08%
10,211
+598
100
$270K 0.07%
1,351
-4
2 3
4
5 6