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
201
$109K 0.03%
1,883
+424
202
$108K 0.03%
306
+38
203
$106K 0.03%
186
-43
204
$106K 0.03%
4,221
205
$106K 0.03%
1,314
+128
206
$106K 0.03%
558
+43
207
$106K 0.03%
1,882
-37
208
$105K 0.03%
766
+27
209
$105K 0.03%
833
+58
210
$104K 0.03%
3,129
-28
211
$104K 0.03%
14,117
+1,459
212
$104K 0.03%
364
+21
213
$104K 0.03%
925
-75
214
$103K 0.03%
848
215
$102K 0.03%
610
+422
216
$101K 0.03%
486
+52
217
$101K 0.03%
31,635
+5,939
218
$101K 0.03%
487
-7
219
$99.8K 0.03%
557
-57
220
$99.8K 0.03%
454
-12
221
$99.5K 0.03%
1,107
+115
222
$97.7K 0.03%
719
+38
223
$97.5K 0.03%
393
-33
224
$97.4K 0.03%
1,558
225
$96.3K 0.03%
25,951
+1,214
7 8
9
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