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
176
$97K 0.03%
1,198
+346
177
$96K 0.03%
1,615
-101
178
$96K 0.03%
1,944
+1,120
179
$96K 0.03%
321
+83
180
$95K 0.03%
2,249
+442
181
$95K 0.03%
1,229
+48
182
$94K 0.03%
3,479
+272
183
$93K 0.03%
439
-5
184
$92K 0.03%
460
+162
185
$92K 0.03%
636
+227
186
$91K 0.03%
1,685
-375
187
$90K 0.03%
782
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188
$88K 0.03%
724
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189
$86K 0.03%
1,774
190
$85K 0.03%
149
+32
191
$85K 0.03%
715
-4
192
$85K 0.03%
657
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193
$85K 0.03%
1,425
+359
194
$85K 0.03%
1,277
+35
195
$85K 0.03%
1,350
+116
196
$84K 0.03%
217
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197
$84K 0.03%
1,202
+14
198
$83K 0.03%
661
+205
199
$83K 0.03%
4,339
+425
200
$83K 0.03%
602
+207
6 7
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