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
$185M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$382K
2
+$323K
3
+$228K
4
MMM icon
3M
MMM
+$203K
5
AMZN icon
Amazon
AMZN
+$180K

Top Sells

1
+$1.47M
2
+$1.47M
3
+$1.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$774K
5
FNDC icon
Schwab Fundamental International Small Company Index ETF
FNDC
+$744K

Sector Composition

1 Financials 2.73%
2 Technology 1.79%
3 Industrials 1.16%
4 Healthcare 0.98%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$30K 0.02%
61
+8
127
$30K 0.02%
96
+91
128
$29K 0.02%
+705
129
$29K 0.02%
185
+143
130
$28K 0.02%
+778
131
$28K 0.02%
522
132
$28K 0.02%
262
+39
133
$27K 0.01%
182
+157
134
$27K 0.01%
906
135
$27K 0.01%
182
+162
136
$27K 0.01%
+192
137
$27K 0.01%
+373
138
$26K 0.01%
510
+320
139
$25K 0.01%
+596
140
$25K 0.01%
104
+98
141
$25K 0.01%
+849
142
$24K 0.01%
950
+150
143
$24K 0.01%
+186
144
$24K 0.01%
207
145
$24K 0.01%
227
+92
146
$24K 0.01%
485
147
$24K 0.01%
231
148
$23K 0.01%
152
+32
149
$23K 0.01%
582
-112
150
$22K 0.01%
+97
4 5
6
7 8