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
151
$21K 0.01%
196
+160
152
$21K 0.01%
108
+78
153
$21K 0.01%
+221
154
$20K 0.01%
1,458
155
$20K 0.01%
+358
156
$20K 0.01%
352
+335
157
$20K 0.01%
1,263
158
$20K 0.01%
+430
159
$19K 0.01%
+138
160
$19K 0.01%
57
+44
161
$19K 0.01%
280
+15
162
$18K 0.01%
+199
163
$18K 0.01%
+361
164
$17K 0.01%
+253
165
$17K 0.01%
+283
166
$17K 0.01%
297
+132
167
$17K 0.01%
+459
168
$17K 0.01%
+675
169
$17K 0.01%
331
170
$17K 0.01%
116
171
$17K 0.01%
+393
172
$17K 0.01%
+7,304
173
$17K 0.01%
+427
174
$16K 0.01%
+64
175
$16K 0.01%
+131
5 6
7
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