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
176
$134K 0.04%
932
177
$130K 0.04%
1,777
+123
178
$129K 0.04%
448
+27
179
$129K 0.04%
2,524
+1,829
180
$128K 0.04%
864
+218
181
$126K 0.03%
422
-8
182
$125K 0.03%
6,959
+6,134
183
$125K 0.03%
1,314
-43
184
$125K 0.03%
1,276
-8
185
$125K 0.03%
647
+17
186
$124K 0.03%
549
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187
$124K 0.03%
1,642
-339
188
$124K 0.03%
11,815
+1,777
189
$123K 0.03%
2,430
190
$122K 0.03%
1,970
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191
$122K 0.03%
1,644
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192
$122K 0.03%
1,206
+77
193
$117K 0.03%
1,305
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194
$117K 0.03%
1,068
+23
195
$116K 0.03%
3,238
+259
196
$115K 0.03%
2,001
197
$114K 0.03%
1,777
+54
198
$113K 0.03%
3,885
-90
199
$111K 0.03%
3,348
+1,454
200
$109K 0.03%
1,211
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