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
176
$16K 0.01%
+131
177
$16K 0.01%
+1,149
178
$16K 0.01%
67
+48
179
$16K 0.01%
+35
180
$16K 0.01%
56
181
$16K 0.01%
+201
182
$16K 0.01%
+64
183
$15K 0.01%
290
+206
184
$15K 0.01%
117
+100
185
$15K 0.01%
+1,941
186
$15K 0.01%
63
187
$15K 0.01%
+414
188
$15K 0.01%
+155
189
$15K 0.01%
+133
190
$14K 0.01%
+130
191
$14K 0.01%
261
192
$14K 0.01%
+201
193
$14K 0.01%
196
+144
194
$14K 0.01%
+344
195
$14K 0.01%
+336
196
$14K 0.01%
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197
$14K 0.01%
+387
198
$14K 0.01%
12,092
+3,105
199
$14K 0.01%
2,800
200
$14K 0.01%
+364
6 7
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