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
201
$82K 0.03%
844
+71
202
$82K 0.03%
538
+49
203
$81K 0.03%
761
+37
204
$81K 0.03%
973
+60
205
$81K 0.03%
3,834
+491
206
$81K 0.03%
1,681
+170
207
$80K 0.03%
3,090
+430
208
$80K 0.03%
436
+93
209
$79K 0.03%
1,519
+238
210
$79K 0.03%
567
+23
211
$78K 0.03%
644
+14
212
$78K 0.03%
1,309
+322
213
$77K 0.03%
644
+364
214
$75K 0.03%
939
+328
215
$75K 0.03%
177
+55
216
$74K 0.03%
290
+129
217
$74K 0.03%
2,406
+1,054
218
$73K 0.03%
1,907
+901
219
$73K 0.03%
6,826
+3,138
220
$72K 0.03%
641
+127
221
$72K 0.03%
463
+190
222
$72K 0.03%
119
+34
223
$72K 0.03%
169
+84
224
$72K 0.03%
125
225
$71K 0.03%
1,474
-242
7 8
9
10 11