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
126
$145K 0.05%
1,016
+68
127
$144K 0.05%
3,573
+732
128
$142K 0.05%
2,414
+4
129
$142K 0.05%
1,805
+931
130
$141K 0.05%
994
+21
131
$141K 0.05%
6,894
-4,036
132
$139K 0.05%
5,349
133
$138K 0.05%
2,816
-73
134
$136K 0.05%
895
+220
135
$134K 0.05%
1,341
+163
136
$134K 0.05%
1,580
+297
137
$130K 0.05%
461
+154
138
$130K 0.05%
613
+75
139
$128K 0.05%
182
140
$127K 0.04%
2,799
+8
141
$126K 0.04%
3,808
+897
142
$125K 0.04%
2,956
+544
143
$125K 0.04%
471
+102
144
$125K 0.04%
1,230
+221
145
$125K 0.04%
713
146
$123K 0.04%
515
+270
147
$123K 0.04%
2,271
+869
148
$123K 0.04%
1,502
+145
149
$122K 0.04%
284
150
$121K 0.04%
1,377
+456
4 5
6
7 8