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
$251M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.1M
3
+$8.71M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.86M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.46M

Top Sells

1
+$12.6M
2
+$4.59M
3
+$339K
4
NEM icon
Newmont
NEM
+$242K
5
BND icon
Vanguard Total Bond Market
BND
+$239K

Sector Composition

1 Technology 3.98%
2 Financials 3.44%
3 Communication Services 1.93%
4 Healthcare 1.76%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51K 0.02%
+998
227
$50K 0.02%
240
+30
228
$50K 0.02%
133
+73
229
$50K 0.02%
203
-44
230
$50K 0.02%
485
+389
231
$49K 0.02%
98
-13
232
$48K 0.02%
966
+126
233
$48K 0.02%
531
+86
234
$48K 0.02%
3,003
+962
235
$48K 0.02%
216
-19
236
$48K 0.02%
641
-46
237
$48K 0.02%
2,280
+710
238
$48K 0.02%
2,107
+581
239
$48K 0.02%
790
+220
240
$48K 0.02%
865
+787
241
$47K 0.02%
308
+103
242
$47K 0.02%
608
243
$47K 0.02%
603
+275
244
$47K 0.02%
364
+88
245
$47K 0.02%
1,970
+1,182
246
$47K 0.02%
938
+808
247
$47K 0.02%
647
-1,183
248
$46K 0.02%
176
-75
249
$46K 0.02%
326
+69
250
$46K 0.02%
906
8 9
10
11 12