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
101
$181K 0.06%
550
+168
102
$181K 0.06%
694
+93
103
$180K 0.06%
1,214
+303
104
$180K 0.06%
3,598
+251
105
$180K 0.06%
1,502
+686
106
$180K 0.06%
3,104
-74
107
$179K 0.06%
1,105
+70
108
$178K 0.06%
3,375
109
$173K 0.06%
1,100
110
$172K 0.06%
2,026
+432
111
$172K 0.06%
2,269
+341
112
$169K 0.06%
973
+353
113
$169K 0.06%
5,496
+1,728
114
$169K 0.06%
1,023
+141
115
$168K 0.06%
770
-5
116
$168K 0.06%
1,106
+234
117
$163K 0.06%
3,294
+1,021
118
$161K 0.06%
2,336
+92
119
$160K 0.06%
1,431
+19
120
$160K 0.06%
979
+118
121
$158K 0.06%
1,496
+641
122
$156K 0.06%
6,222
+2,456
123
$155K 0.05%
13,523
+2,925
124
$146K 0.05%
721
+233
125
$146K 0.05%
420
+66
3 4
5
6 7