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
151
$167K 0.05%
19,899
-113
152
$166K 0.05%
3,584
-44
153
$166K 0.05%
2,240
-32
154
$164K 0.05%
3,730
+120
155
$163K 0.04%
21,254
+1,794
156
$162K 0.04%
1,792
+134
157
$161K 0.04%
363
+86
158
$161K 0.04%
1,195
-174
159
$160K 0.04%
1,655
160
$159K 0.04%
748
+209
161
$159K 0.04%
5,392
+722
162
$157K 0.04%
779
+17
163
$154K 0.04%
2,780
164
$154K 0.04%
345
-137
165
$152K 0.04%
734
+19
166
$151K 0.04%
3,637
+395
167
$151K 0.04%
1,344
+26
168
$151K 0.04%
8,957
+616
169
$148K 0.04%
1,710
+240
170
$148K 0.04%
4,973
-5
171
$145K 0.04%
1,335
+29
172
$142K 0.04%
321
+8
173
$141K 0.04%
1,692
+42
174
$139K 0.04%
290
175
$135K 0.04%
1,935
5 6
7
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